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Insurer Invesment Survey
A detailed look at key changes in insurance firms’ investment portfolios, risk exposures and resourcing / implementation.
Improving investment outcomes
Both Life and Non-Life insurers are seeking to create more efficient investment portfolios, improving risk-adjusted returns while matching liability profiles and satisfying relevant regulatory constraints. Firms have largely remained well-capitalized through the 21st century, despite the increasing incidence of man-made and natural disasters. Today’s macroeconomic and environmental challenges continue to drive further investment innovation.
Recent insurer engagements have highlighted the need for portfolio diversification, as well as a substantial shift towards ESG-oriented approaches. Finance Directors and Chief Investment Officers are increasingly focused on new and complementary investment strategies, many of which require additional specialist expertise.
Supporting insurers' needs
bfinance has been working with insurers since 2002. We are committed to meeting the specific investment implementation needs of each client, based on their own unique asset/liability profiles and capital constraints.
Acting as an extension of each insurer’s team, we offer flexible support in a range of areas. The most popular service for this client type is manager search and selection: through bfinance’s process, insurers can ensure that manager proposals and analysis are tailored to specific needs on topics such as credit quality, carbon footprint and capability to support in-house risk models. Manager searches for insurer clients have spanned a wide range of asset classes, ranging from traditional core fixed income and equities to infrastructure, private debt, real estate, private equity and multi asset.
Other popular services among our insure clients include ESG advisory, strategic portfolio design, fee reviews, risk analytics and operational due diligence. The majority of insurer clients have appointed bfinance to provide targeted assistance on a project basis (e.g. over 8-to-12 weeks), others receive ongoing long-term support.
Latest case studies
Operational Due Diligence, Multi-Asset Credit
A reinsurer was looking to increase its allocation to multi-asset credit and took the opportunity...
Global Shariah Equity
The client, a Middle Eastern insurance company, was seeking Shariah-compliant active global equity...
Global Small Cap Equity
This investor was making their first allocation to global small-cap equities and willing to...
Developing a Responsible Investment Policy
A mid-sized global insurer was seeking to align themselves with ‘best practice’ in incorporating...
