Extensive Commercial/Statutory Insurance experience as well as Captive Market/ART expertise
- Investment Consulting services encompassing investment policy and guideline design/review
- Customized benchmark creation
- Analytic strategic and tactical asset allocation optimizations
- Disciplined approach to portfolio construction supported by state-of-the-art quantitative tools
- Integrated team ensuring clear communications and customized solutions
- Selection of investment managers demonstrating strong and consistent risk adjusted returns
- Value-added services: Reinsurance Trusteeship, LOC's, Statutory Accounting, etc.
- Comprehensive and flexible investment reporting and accounting
Best-In-Class Servicing
- We act as an extension of your executive management team, as a fiduciary, often in the capacity of a full Outsourced CIO
- We closely monitor your situation and often anticipate changes that warrant investment adjustments
- 3rd party vendor to provide independent and unbiased analytic work
- Our modeling includes virtually all asset classes available or appropriate, not just those that are offer by a single manager
- Fully researched and CapVisor vetted best-in-class insurance asset managers
- We provide researched qualitatively and quantitatively investment management options
- Comprehensive management and stringent quarterly monitoring of managers
- We monitor exposures to assure clients that risks are diversified
- We monitor managers for style drift or "chance" results by analyzing performance attribution
- Manager performance is assessed on the basis of success in maximizing risk-adjusted, real return subject to constraints and investment objective (Total Return or Book Yield)
- Performance is evaluated of a business cycle but managers performing poorly will be replaced without hesitation (no incentive to retain)
