As Rates Rise, Investment Strategies Must Meet IMR Challenges

CONNING As Rates Rise, Investment Strategies Must Meet IMR Challenges

The recent upward turn in interest rates has been long-awaited by life insurers, but it also poses portfolio management challenges as realizing losses to purchase higher-yielding bonds could impact balance sheet strength.

Conning’s Viewpoint examines the Interest Maintenance Reserve (IMR), its role in life balance sheets and concerns as interest rates rise, and considerations for insurers in developing investment strategies. 


Conning is a leading investment management firm with a long history of serving the insurance industry. Conning supports institutional investors, including insurers and pension plans, with investment solutions, risk modeling software, and industry research. Founded in 1912, Conning has investment centers in Asia, Europe and North America.

David Motill
Head of Consultant Relations

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