Saturday, August 8, 2020
Alternatives

The Case for a Permanent Allocation to an Equity Stabilization Strategy

Securian Asset Management -
Institutional investors face a balancing act between two equally important needs: achieving robust long-term returns while avoiding...
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Multi-Asset

ETFs in Insurance General Accounts – 2020

S&P Global -
In our first report in 2015, we used historical trends to project that insurance companies would double...
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Public Equities

How to Invest in Dividend Equities Now

Northern Trust Asset Management -
Companies globally are slashing dividend payments as they face a combination of declining revenues and regulatory measures discouraging dividend payments. Not surprisingly,...
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Featured

Steve Doire Joins Clearwater Analytics as a Strategic Platform and Client Advisor

Stewart Foley -
Steve Doire, my managing partner at The Journal, has joined Clearwater Analytics in a consulting capacity. Clearwater...
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Public Fixed Income

Making Insurance Assets Work Harder with a Tactical Credit Allocation

Loomis Sayles & Company, LP -
Key Takeaways Globally, government bond yields are at historically low levels—$10 trillion with negative yields.Covid 19 pandemic has...
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Public Fixed Income

Estimating the Capital Exposure to Fallen Angels: An Insurer’s Perspective

Invesco -
Like all investors, insurers are currently grappling with an economic and market downturn caused by the COVID-19 pandemic, the likes of which...
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Alternatives

The 4th LP: Investing Between The Silos

DWS -
By any metric, it has been a great run in buyout PE over the past 20 years. Strong performance relative to public...
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Public Fixed Income

Corporate Credit & Monetary Financing: A New Era in US Fed Policy

Wellington Management -
Are we witnessing a paradigm shift in how market participants should view US monetary and fiscal policy? Fixed Income Investment Director Amar...
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Public Equities

Why Investors Should Ride the New Higher-Tech Infrastructure Wave with Liquid Real Assets

Securian Asset Management -
Executive SummaryThe investment fundamentals for liquid real assets have improved, as investment in the U.S’s infrastructure benefits from advances in technology. We...
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Editor's Pick

What Makes An Asset Manager An Insurance Asset Manager?

Editor's Pick Steve Doire -
Asset managers began specializing in managing insurance company balance sheet assets about 40 years ago. Initially, these managers focused on managing the...
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-- Must see --

Latest Podcasts and Webcasts

Telematics Insurance with Robert Smithson, CEO of Just Insure

Opinion Stewart Foley -
Robert Smithson, Just Insure https://insuranceaumjournal.podbean.com/mf/play/82w3ga/Insurance_AUM_Journal_Robert_Smithson_Mix.mp3 Stewart: Welcome...
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Street View with Loop Capital’s Anthony Chukumba

Podcast Stewart Foley -
Anthony Chukumba, Loop Capital https://mcdn.podbean.com/mf/player-preload/07x9qi/Insurance_AUM_Journal_Anthony_Chukumba_Mix.mp3
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View from the Top with Sanjay Chawla, CIO of FM Global

Opinion FM Global -
Sanjay Chawla, FM Global https://insuranceaumjournal.podbean.com/mf/play/8frx5q/IAJ_Sanjay_Chawla_MIX_061820.mp3 Stewart: Welcome...
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On the Desk: Talking ETFs

Opinion Brownstone Investment Group -
Michael Cafiero and Aaron Kehoe, Brownstone https://insuranceaumjournal.podbean.com/mf/play/q0fk96/Insurance_AUM_View_from_the_Desk_Mike_Cafiero_and_Aaron_Kehoe_of_Brownstone_REVISED.mp3
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Meet the Silver Lining’s Bestie: Margaret Milkint

Podcast Jacobson Group -
Margaret Resce Milkint, The Jacobson Group https://insuranceaumjournal.podbean.com/mf/play/fai65l/Insurance_AUM_Journal_7_Finding_the_Silver_Lining_with_Margaret_Milkint_Managing_Partner_of_The_Jacobson_Group_REVISED_MIX.mp3
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Before, During and After COVID-19

Opinion Stewart Foley -
Chris Mier, Loop Capital https://insuranceaumjournal.podbean.com/mf/play/7nenf1/Insurance_AUM_Journal_Before_During_and_After_COVID_19_with_Chris_Mier_of_Loop_Capital_MIX.mp3 Chris Mier,...
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On the Desk: Talking ETFs

Opinion Stewart Foley -
Michael Cafiero and Aaron Kehoe, Brownstone https://insuranceaumjournal.podbean.com/mf/play/q0fk96/Insurance_AUM_View_from_the_Desk_Mike_Cafiero_and_Aaron_Kehoe_of_Brownstone_REVISED.mp3
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Retail in the COVID-19 Age

Opinion Stewart Foley -
Anthony Chukumba, Loop Capital https://insuranceaumjournal.podbean.com/mf/play/2mgth6/Insurance_AUM_Journal_Retail_in_the_COVID_19_Age_with_Anthony_Chukumba_of_Loop_Capital_REVISED.mp3
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Public Fixed Income

Public Fixed Income

Decision 2020: Where to Diversify U.S. Corporate Bond Risk in Today’s Market Environment?

Invesco -
While the U.S. presidential election is understandably the most anticipated and most discussed decision for this year, Invesco believes there is another...
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Public Fixed Income

Muni Market Climate Risk: Hidden Perils, Untapped Opportunities

Wellington Management -
KEY POINTS:• In our view, climate change represents an acknowledged, yet still underappreciated, risk in the municipal (muni) bond market, but...
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ESG

The Power of ESG in Fixed Income Investment Decision Making at North American Insurers

Invesco -
Investment decision makers at North American insurance companies are likely to see environmental, social, and governance (ESG) factors as a way to...
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Public Fixed Income

Why EM Debt Can Continue To Challenge The Doubters

T. Rowe Price -
EM debt’s diversity helps it overcome many common investor concerns. KEY INSIGHTS • Emerging markets (EM) debt can perform in different market environments. Its diversity and...
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ESG

Developing Appropriate Environmental, Social & Governance (ESG) Fixed Income Strategies

Royal Bank of Canada -
BlueBay Asset Management’s My-Linh Ngo discusses the range of ESG investment strategies available to fixed income investors. Our ongoing...
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Public Fixed Income

Chinese Onshore Bonds: A Market Too Important To Ignore?

Invesco -
Key Takeaways • Invesco’s 2019 Global Fixed Income Study highlighted growing investor interest in China’s onshore bond market. • China’s efforts to align its domestic market...
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Private Fixed Income

Private Fixed Income

Private Credit: A Broader Perspective

PIMCO -
More and more insurers are turning to private credit as a tool to try to enhance income, reduce volatility or diversify return streams. Insurance...
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Private Fixed Income

Private Credit Strategies: An Introduction

Cambridge Associates -
Private credit offers distinct advantages and appeal in a low return environment, but investors should be aware that behind the name is a diverse...
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Public Equities

Public Equities

ETF Check-In Provided by Brownstone 1Q2020 – Columnist

Brownstone Investment Group -
Key Points• There are 20 unique ETF issuers offering Fixed Income ETFs eligible to be reported as bonds approved by the NAIC.•...
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Public Equities

Solving the Mysteries of Alpha

Northern Trust Asset Management -
As evidenced by their high fees, stock pickers still are coveted in investing. Conventional wisdom attributes much of alpha to the...
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Public Equities

ETF Check-In Provided by Brownstone 4Q2019 – Columnist

Brownstone Investment Group -
Key Points• There are now well over 250 ETFs eligible to be reported as bonds designated by the NAIC. • We...
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Public Equities

Insurance Company Investments In ETFs: Accelerating Growth Ahead

Greenwich Associates and State Street Global Advisors -
EXECUTIVE SUMMARY This report presents the results of a Greenwich Associates study of U.S. insurance company investments in exchange traded funds (ETFs). We interviewed 52...
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Public Equities

Adding Upside Potential To Insurance Portfolios: Equity Enhanced Fixed Income

Invesco -
Since the global financial crisis, persistently strong equity markets and muted volatility have led to a prolonged period of market complacency. Recent movements in...
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Public Equities

The Rise of Factor Investing For Insurers

BlackRock -
FOUR FACTOR-BASED INSURANCE APPLICATIONS What are factors? Factors are broad, persistent drivers of return. There are macroeconomic (macro) factors and style factors. Macro factors like economic...
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Private Equities

Alternatives

The 4th LP: Investing Between The Silos

DWS -
By any metric, it has been a great run in buyout PE over the past 20 years. Strong performance relative to public...
Read more

There Are Hidden Risks Lurking In Institutional Portfolios

Private Equities Northern Trust Asset Management -

Alts Transparency: Finding The Right Balance

Alternatives Northern Trust Asset Management -

Alternatives

Alternatives

An Introduction to Alternative Risk Premia

Morgan Stanley Investment Management -
Alternatives investors have always been focused on the possibility of achieving a measure of downside protection, accessing differentiated exposures and identifying truly uncorrelated, complementary...
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Alternatives

Alts Transparency: Finding The Right Balance

Northern Trust Asset Management -
Despite the dominance of transparency as a discussion topic over the last decade, market practices in alternative investing haven’t changed as much as you...
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Multi-Asset

Multi-Asset

Interview with Eric Kirsch, Executive VP & Global CIO; President of Aflac Global Investments

Stewart Foley -
Guest Q&A With Eric Kirsch. IAUM: How do you define...
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Multi-Asset

Interview with Netti Bhalla, Executive VP & CIO of Liberty Mutual Insurance

Stewart Foley -
Guest Q&A With Neeti Bhalla Johnson We are very fortunate to have Neeti Bhalla...
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Multi-Asset

Interview with Jack Nelson, Senior VP & CIO of the Everest Reinsurance Group

Stewart Foley -
Guest Q&A With Jack M. Nelson, PhD, CFA Jack Nelson is a very busy...
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Multi-Asset

Interview with Randy Brown, CIO of Sun Life Financial

Stewart Foley -
Guest Q&A with Randy Brown IAUM: You mentioned during our lunch that the capital...
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Technology, Regulation & Accounting

Opinion

Don’t Let The Tail Wag The Dog: For Insurers, It’s Investment Discipline First, Capital Efficiency Second

NEPC, LLC -
This year was the year of the dog, according to the Chinese zodiac. For NEPC’s Insurance Investment Practice, 2018 was the year of rated-private-debt...
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Public Fixed Income

The Potential Impacts of the Trump Tax Bill on Municipal Bond Investing

DWS -
The bill approved by Congress on December 20, 2017, should have significant supply and demand effects on the municipal bond market, and the changes...
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ESG

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