We are insurance asset management people, plain and simple. That made naming of our firm fairly easy.
During our many years in asset management, we realized that there were no publications dedicated solely to our industry ‐ a $30 trillion global market, $7 trillion in the U.S. alone. So, we set out to provide a source of unbiased thought leadership in an academic format without advertising. We wanted to cut through the noise by providing timely and topical information from the best in the business.
Having been in your shoes, we understand that managing assets for insurance companies is different than all other institutional investor classes. We know that outperforming requires superior investment management skills paired with the ability to navigate the labyrinth of insurance-centric requirements. That’s why we built the Insurance AUM Journal ‐ to bring thought leadership to our community.
Thank you for your readership and support. We always welcome your suggestions for how we can get better.
Stewart J. Foley, CFA
Stewart Foley is the Founder and Managing Partner of Insurance AUM. His track record includes successfully raising and managing over $25 billion of insurance general account assets in the U.S., London and Bermuda markets.
Prior to founding Insurance AUM, Stewart was the Head of U.S. Insurance Advisory for P-Solve Meridian, a consulting firm formed when U.K. advisor P-Solve Asset Solutions acquired Meridian, the leader in asset management consulting at Lloyd’s. Based in Boston, Foley led P-Solve Meridian’s business expansion efforts in the U.S. market.
Earlier in his career, Stewart was a Senior Client Strategist at the NEAM Group and a Senior Portfolio Manager at AAM, LLC, both specialized insurance asset management firms. He also served as the Director of Investments at Missouri Employers Mutual, the state’s leading provider of workers’ compensation insurance.
Stewart graduated with honors from the University of Missouri with a BSBA in Finance, has an MBA from the University of Chicago Booth School of Business and is a Chartered Financial Analyst.
Stewart also serves as a Lecturer in Finance at Lake Forest College and Special Advisor on the Practice of Finance where he teaches courses in Investments, Corporate Finance and Risk Management and Insurance. He is a founding member of the Windsor Alumni Scholarship Foundation.
Steve Doire, CPA, CFA, CPCU
Partner, Chief Insurance Strategist
Steve Doire is the Chief Insurance Strategist and a Managing Partner of Insurance AUM Journal. His 25+ year career as a recognized leader in insurance asset management includes growing an insurance asset manager from $20bn to over $200bn in AUM including expansion beyond the U.S. market into global markets. He has run insurance asset management divisions with teams in excess of 60 professionals on multiple continents.
Earlier in his career, Steve was a finance professional for a national property casualty insurer. Prior to that, he worked for a global accounting firm in their audit division. Steve’s skills are many and include insurance, finance, accounting, technology, and of course investments. His extensive investment experience includes a wide array of public and private markets. As an Insurance Strategist in the asset management industry, Steve developed, designed, and implemented customized strategic investment programs for insurers that considered all factors that should be considered by insurers including but not limited to industry and peer trends, accounting and taxation, ALM, multi-asset modelling, regulation, rating agencies, customized reporting, and solvency management.
Steve is also the founder and president of DSC Financial Consulting where he advises asset managers and other businesses from a financial and strategy standpoint. His credentials are impressive. He holds a BA with high honors from Bryant University, and has earned CFA, CPA, and CPCU designations, the latter two with state and national honors. Steve lives in the greater Boston area.
Robinn has over 20 years of visual marketing and branding experience in the fields of investment securities, intellectual property and real estate. She is responsible for the design and layout of all our printed materials, as well as our website. In addition to working with us, she enjoys helping start-up companies define or redefine themselves.
Robinn earned her B.A. in Marketing and Public Relations from Loras College, in her hometown of Dubuque, Iowa.
Tom led software development efforts for decades at companies like IBM, Sun Microsystems, Oracle and Adobe. Now semi-retired, he tends to our infrastructure, as well as providing managerial and technical expertise for a variety of non-profit organizations.
He grew up in San Francisco, studied Computer Science and Geophysics at the Massachusetts Institute of Technology, and now lives in Fairfax, California.