Editorial 1Q2018

Dear colleagues,

Here we are with issue number two. Our goal is to cut through the noise and give you one article that you want to read – maybe two. Insurance asset management is unique and has a host of complicating factors beyond just deciphering financial markets.

This publication is dedicated to those who work in the field, and these articles are written by firms who know the business well.

We select these articles based on quality, topic and timeliness. David Holmes, the best researcher in the insurance asset management business, does most of the heavy lifting there. We have good insights into fund flows and investment trends across the industry, and we use that market intelligence as our guide. Rising rates, changes in the tax code and razor thin risk premia are at top of mind. It is important to note that our contributors do not pay a fee to be included in this publication.

So, how do we make money? So far, we haven’t. Our thesis is that if we provide good content to the insurance asset management community, that the world will notice and beat a path to our door. We welcome your thoughts and suggestions on how to get better. We appreciate all of the articles that were submitting for consideration. As has been our practice, we will not put two articles on the same topic in any one issue. We don’t track you when you download it, and you’re welcome to forward it freely – the content has been approved for distribution by the contributor.

We are very happy to include our first interview featuring John Gauthier, recently retired Executive Vice President and CIO of Allied World Assurance Corporation (AWAC) and President of Allied World Financial Services, a subsidiary of Allied World. John and I have been friends a very long time and many would agree that he is one of the most knowledgeable and progressive insurance investment professionals in the business. Welcome John, we hope you will grace our pages again soon.

We appreciate all of the kind words and notes we have received. We would like to give special recognition to Robinn Jerutis who makes the magic happen with building the Journal itself.

As always, thanks for taking a look. We appreciate your thoughts and suggestions for future issues.

Best regards,

Stewart