We help leaders in life and property & casualty insurance to develop and execute disciplined portfolio management strategies related to general and separate account management. Additionally, pension plans, foundations, endowments, and family offices turn to us for strategic guidance regarding portfolio management.
We provide assistance to:
- Evaluate investment strategies, including quantitative & qualitative peer benchmarking, for risk and yield-enhancing opportunities
- Identify supplemental asset classes for additional diversification and yield potential for new capital in-flows
- Deploy a formal investment approach utilizing internal and or third-party asset managers
- Assess selection of current third party managers including performance attribution to determine their relevant expertise in select asset disciplines
- Benchmark current portfolio performance from a total return & yield basis
- Develop independent portfolio risk measures and controls, including derivative and hedging capabilities, within a broader enterprise risk management strategy
- Implement appropriate capital models and capital surplus strategies for insurers liability requirements
- Rationalize global middle & back office technologies
A P&A Case Study in Insurance Asset Management
Patpatia & Associates' 2007 Insurance Asset Manager Survey
has operating experience in a number of investment service disciplines and a deep knowledge base upon which to build solutions for evolving marketplaces.
