Insurance AUM Journal - Investment Management for Professionals

Public Fixed Income

Tax Exempt Municipal Bonds: Attractive Again?

SLC Management - October 13, 2020

The Tax Cut and Jobs Act of 2017 had numerous impacts on the municipal bond market. From the standpoint of the institutional...

COVID-19

4 Quadrant Report: Monthly Insight into U.S. Commercial Real Estate Opportunities

Principal Global Investors - September 15, 2020

Partnering with insurance investors is a key strength of Principal Global Investors. From our own insurance company heritage, Principal Global Investors has...

COVID-19

P/C Book Yields, Surplus May Slip Further Due to Pandemic Fallout

Conning - September 10, 2020

2020 Events May Beg Questions of Insurers’ Risk Tolerance; Scenario Planning May Help Identify Potential Outcomes Alan Dobbins, Director,...

COVID-19

The Global Credit Outlook: Finding Opportunities in Public and Private Credit Amid an Uncertain Recovery

PIMCO - August 26, 2020

While valuations have risen from their March lows, dislocation has created compelling opportunities in both the public and private credit markets.

COVID-19

Governance in the Time of COVID-19

Royal Bank of Canada - August 21, 2020

The effects of COVID-19 have upended societies, economies, and financial markets, and reminded us in a dramatic way that the only...

ESG

Investors Expect and Demand Meaningful Environmental Goals and Progress

MetLife Investment Management - August 11, 2020

There is no doubt that environmental, social and governance (ESG) principles play an increasingly influential role in investment management today. For real...

Public Fixed Income

Improving Credit Quality Boosts High Yield Bonds

T. Rowe Price - August 11, 2020

Alternatives

The Case for a Permanent Allocation to an Equity Stabilization Strategy

Securian Asset Management - August 2, 2020

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

Multi-Asset

ETFs in Insurance General Accounts – 2020

S&P Global - June 3, 2020

In our first report in 2015, we used historical trends to project that insurance companies would double...

What Makes An Asset Manager An Insurance Asset Manager?

Editor's Pick Steve Doire - September 12, 2019

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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Latest Podcasts and Webcasts

Does Equity Have a Place in Your Portfolio? With T. Rowe Price’s John Linehan

Podcast T. Rowe Price - October 12, 2020

https://mcdn.podbean.com/mf/web/sdx2n8/IAJ_John_Lenahan_100820bdh5t.mp3

ESG Integration: Easier Than You Think – Featuring Joseph Pursley from Allianz Global Investors

Blog AllianzGI - September 16, 2020

For the abridged presentation of 4:44 mins, please play the video immediately above.

Grace Vandecruze: From Homeless to Millionaire

COVID-19 Grace Vandecruze - September 3, 2020

https://mcdn.podbean.com/mf/web/fhbytu/IAJ_Grace_Vandercruz_Rev01_0902208v6zg.mp3

Do the Fundamental Things Apply? with Wellington’s Tim Antonelli

COVID-19 Tim Antonelli - August 17, 2020

https://mcdn.podbean.com/mf/web/953zcn/Wellington_Tim_Antonelli_2020_8_17a4dhz.mp3

How Are Insurers Using ETFs? – Featuring Raghu Ramachandran from S&P DJI

Podcast S&P Global - July 21, 2020

https://vimeo.com/445204732/7e9a8aaed5 For the abridged presentation of 2:45mins, please play the video immediately above.

Tax Exempt Municipal Bonds: Attractive Again?

SLC Management - October 13, 2020

The Tax Cut and Jobs Act of 2017 had numerous impacts on the municipal bond market. From the standpoint of the institutional...

COVID-19

4 Quadrant Report: Monthly Insight into U.S. Commercial Real Estate Opportunities

Principal Global Investors - September 15, 2020

Partnering with insurance investors is a key strength of Principal Global Investors. From our own insurance company heritage, Principal Global Investors has...

COVID-19

P/C Book Yields, Surplus May Slip Further Due to Pandemic Fallout

Conning - September 10, 2020

2020 Events May Beg Questions of Insurers’ Risk Tolerance; Scenario Planning May Help Identify Potential Outcomes Alan Dobbins, Director,...

COVID-19

The Global Credit Outlook: Finding Opportunities in Public and Private Credit Amid an Uncertain Recovery

PIMCO - August 26, 2020

While valuations have risen from their March lows, dislocation has created compelling opportunities in both the public and private credit markets.

Public Fixed Income

Improving Credit Quality Boosts High Yield Bonds

T. Rowe Price - August 11, 2020

Public Fixed Income

Making Insurance Assets Work Harder with a Tactical Credit Allocation

Loomis Sayles & Company, LP - May 18, 2020

Key Takeaways Globally, government bond yields are at historically low levels—$10 trillion with negative yields.Covid 19 pandemic has...

Public Fixed Income

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

Invesco - May 18, 2020

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

Public Fixed Income

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

Wellington Management - May 5, 2020

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

4 Quadrant Report: Monthly Insight into U.S. Commercial Real Estate Opportunities

Principal Global Investors - September 15, 2020

Partnering with insurance investors is a key strength of Principal Global Investors. From our own insurance company heritage, Principal Global Investors has...

COVID-19

The Global Credit Outlook: Finding Opportunities in Public and Private Credit Amid an Uncertain Recovery

PIMCO - August 26, 2020

While valuations have risen from their March lows, dislocation has created compelling opportunities in both the public and private credit markets.

Alternatives

Exploring Alternative Credit for Insurance Companies

PIMCO - March 13, 2020

Investment opportunities in alternative credit are expanding. At the same time, private market allocations for insurance companies are growing as a way...

Private Fixed Income

Commercial Mortgage Loans: The Middle Market Advantage

Securian Asset Management - December 12, 2019

With concerns over interest rates and recession fears generating greater volatility in the bond market, investors may wish to add the unique...

Private Fixed Income

Exploring The Various Uses of Private Real Estate Debt in an Insurance Portfolio

DWS - December 12, 2019

The real estate debt asset class can provide debt investment options that may outperform traditional benchmarks while potentially offering attractive returns,...

Private Fixed Income

Private Placements: Advantages Magnified In Late-Cycle Environment

Alliance Bernstein - September 12, 2019

The private placement market offers additional risk reduction and diversification that can help investors at any stage of the economic cycle. Private placements have...

Private Fixed Income

Private Credit: A Broader Perspective

PIMCO - December 10, 2018

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

Private Fixed Income

Private Credit Strategies: An Introduction

Cambridge Associates - December 15, 2017

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

Does Equity Have a Place in Your Portfolio? With T. Rowe Price’s John Linehan

Podcast T. Rowe Price - October 12, 2020

https://mcdn.podbean.com/mf/web/sdx2n8/IAJ_John_Lenahan_100820bdh5t.mp3

4 Quadrant Report: Monthly Insight into U.S. Commercial Real Estate Opportunities

COVID-19 Principal Global Investors - September 15, 2020

Partnering with insurance investors is a key strength of Principal Global Investors. From our own insurance company heritage, Principal Global Investors has...

The Case for a Permanent Allocation to an Equity Stabilization Strategy

Alternatives Securian Asset Management - August 2, 2020

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

How to Invest in Dividend Equities Now

Public Equities Northern Trust Asset Management - May 28, 2020

Companies globally are slashing dividend payments as they face a combination of declining revenues and regulatory measures discouraging dividend payments. Not surprisingly,...

Public Equities

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

Securian Asset Management - March 13, 2020

Executive SummaryThe investment fundamentals for liquid real assets have improved, as investment in the U.S’s infrastructure benefits from advances in technology. We...

ESG

An Evolving Landscape: Highlights of the RBC GAM 2019 Responsible Investment Survey

Royal Bank of Canada - March 13, 2020

IntroductionThe 2019 RBC Global Asset Management Responsible Investment Survey polled key decision makers, including institutional asset owners, wealth managers and pension plan...

Public Equities

When Volatility Strikes, Add . . . Equity?

Northern Trust Asset Management - March 13, 2020

Bonds are the way to go to reduce risk, right?Maybe not. Investors are worried about the market forecasts...

Public Equities

ETF Check-In Provided by Brownstone 1Q2020 – Columnist

Brownstone Investment Group - March 13, 2020

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

4 Quadrant Report: Monthly Insight into U.S. Commercial Real Estate Opportunities

Principal Global Investors - September 15, 2020

Partnering with insurance investors is a key strength of Principal Global Investors. From our own insurance company heritage, Principal Global Investors has...

Alternatives

The 4th LP: Investing Between The Silos

DWS - May 6, 2020

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

Private Equities

There Are Hidden Risks Lurking In Institutional Portfolios

Northern Trust Asset Management - September 12, 2019

NEW RESEARCH INTO THE KEY CAUSES OF UNINTENDED RISKS FOUND IN INSURANCE PORTFOLIOS. All equity portfolios have embedded risk, but much of that risk is...

Alternatives

Alts Transparency: Finding The Right Balance

Northern Trust Asset Management - December 15, 2017

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...

The Case for a Permanent Allocation to an Equity Stabilization Strategy

Securian Asset Management - August 2, 2020

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

Alternatives

The 4th LP: Investing Between The Silos

DWS - May 6, 2020

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

Alternatives

Exploring Alternative Credit for Insurance Companies

PIMCO - March 13, 2020

Investment opportunities in alternative credit are expanding. At the same time, private market allocations for insurance companies are growing as a way...

Alternatives

Core, What Is It Good For? Definitely Something!

J.P. Morgan Asset Management - December 12, 2019

In a low yield, late-cycle environment, core alternative asset classes can provide insurance portfolios with stable income and low total return...

Alternatives

PutWrite: A Potentially Risk-Reducing Strategic Allocation For Non-Life Insurers

Neuberger Berman - June 15, 2019

In early 2016 the Financial Accounting Standards Board (FASB) issued Accounting Standards Update 2016 – 01 (ASU 2016 – 01), changing how financial institutions...

Alternatives

An Introduction to Alternative Risk Premia

Morgan Stanley Investment Management - March 15, 2018

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

Alternatives

Alts Transparency: Finding The Right Balance

Northern Trust Asset Management - December 15, 2017

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...

Multi-Asset

ETFs in Insurance General Accounts – 2020

S&P Global - June 3, 2020

In our first report in 2015, we used historical trends to project that insurance companies would double...

Multi-Asset

Interview with Rip Reeves, CIO & Treasurer of AEGIS Insurance Services, Inc.

Stewart Foley - March 13, 2020

Guest Q&A with Rip Reeves IAUM: You’ve been managing money for insurance companies for...

Multi-Asset

Insurance Roadmap 2020: Three Keys to Success

Wellington Management - March 13, 2020

Over the past year, I had the privilege of meeting with more than 100 global insurance companies, with total assets of around...

Multi-Asset

Interview with Tony Malloy, Executive VP & Chief Investment Officer of New York Life Insurance Company

New York Life Insurance Company - December 12, 2019

Guest Q&A with Tony Malloy Tony Malloy is a third-generation Yankees fan and still...

Multi-Asset

Interview with Ron Joelson, Executive VP & Chief Investment Officer of Northwestern Mutual

Stewart Foley - September 12, 2019

Guest Q&A With Ronald P. Joelson IAUM: Northwestern Mutual is the highest rated insurance...

Multi-Asset

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

Stewart Foley - June 15, 2019

Guest Q&A With Eric Kirsch. IAUM: How do you define...

Multi-Asset

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

Stewart Foley - March 15, 2019

Guest Q&A With Neeti Bhalla Johnson We are very fortunate to have Neeti Bhalla...

Multi-Asset

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

Stewart Foley - December 10, 2018

Guest Q&A With Jack M. Nelson, PhD, CFA Jack Nelson is a very busy...

Technology, Regulation & Accounting

COVID-19

P/C Book Yields, Surplus May Slip Further Due to Pandemic Fallout

Conning - September 10, 2020

2020 Events May Beg Questions of Insurers’ Risk Tolerance; Scenario Planning May Help Identify Potential Outcomes Alan Dobbins, Director,...

Technology, Regulation & Accounting

Solvency Oversight Wheels Keep Churning

NEAM, Inc. - March 13, 2020

Regulator and Rating Agency expectations are not static. We explore some recent changes to their standards and methodologies for insurers.

Multi-Asset

Insurance Roadmap 2020: Three Keys to Success

Wellington Management - March 13, 2020

Over the past year, I had the privilege of meeting with more than 100 global insurance companies, with total assets of around...

Opinion

Who Needs ALM Anyway? A Discussion for Non-Life Insurers – Columnist

Steve Doire - December 12, 2019

Introduction ALM or asset-liability management is a fixture in the world of insurance. Does it deserve that status in the context...

What Makes An Asset Manager An Insurance Asset Manager?

Steve Doire - September 12, 2019

Asset managers began specializing in managing insurance company balance sheet assets about 40 years ago. Initially, these managers focused on managing the...

Alternatives

PutWrite: A Potentially Risk-Reducing Strategic Allocation For Non-Life Insurers

Neuberger Berman - June 15, 2019

In early 2016 the Financial Accounting Standards Board (FASB) issued Accounting Standards Update 2016 – 01 (ASU 2016 – 01), changing how financial institutions...

Opinion

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

NEPC, LLC - March 15, 2019

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...

Public Fixed Income

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

DWS - March 15, 2018

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

ESG

Investors Expect and Demand Meaningful Environmental Goals and Progress

MetLife Investment Management - August 11, 2020

There is no doubt that environmental, social and governance (ESG) principles play an increasingly influential role in investment management today. For real...

ESG

An Evolving Landscape: Highlights of the RBC GAM 2019 Responsible Investment Survey

Royal Bank of Canada - March 13, 2020

IntroductionThe 2019 RBC Global Asset Management Responsible Investment Survey polled key decision makers, including institutional asset owners, wealth managers and pension plan...

ESG

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

Invesco - December 12, 2019

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

ESG

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

Royal Bank of Canada - September 12, 2019

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

ESG

North American Insurance Survey Tackling The Twin Forces: Interest Rates & Technology

Aberdeen Standard Investments - December 10, 2018

The North American insurance industry is facing challenges on two fronts: a sustained period of low interest rates and rapid technological change. Insurance companies are...

ESG

Why Climate Leadership Will Likely Come From The Insurance Industry

Wellington Management - December 10, 2018

Any views expressed here are those of the author as of the date of publication, are based on available information, and are subject to...

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