2020 YE — All values in USD billions — Source: CAMRADATA Live

Firm Information

AUM, Firm Distribution

Life Ins GenAcct 3rd Party P&C/Non-Life InsGen Acct 3rd Party Ins Gen AcctAffiliated All OtherFirm AUM Total FirmAUM 24.6 53.88 56.18 63.08 197.74
Conning

One Financial Plaza, Hartford, CT, 06103

Michael Haylon
Head of Conning North America
michael.haylon@conning.com
860.299.2266

David Motill
Head of Consultant Relations
david.motill@conning.com
860.299.2422

Service Offerings & Client Profiles

Ancillary Services for InsurersYes/No
Investment Accounting Outsourcing
Y
Customized Portfolio Reporting
Y
Client Web Portal
Y
Peer Analytics
Y
Capital Modelling and Management
Y
Income and Cash Flow Projections
Y
 Yes/No
ALM Partnering
Y
Regulatory Assistance
Y
Strategic Asset Allocation Advice
Y
Tactical Asset Allocation / Multi-Asset Portfolio Management
Y
Client Conferences
Y
ESG Specific Products Available
Y

Client Type Count

Life Ins GenAcct 3rd Party P&C/Non-Life InsGen Acct 3rd Party Ins Gen AcctAffiliated All OtherFirm Total Firm 81 148 1 213 443

Insurance Client Relationship Size

< $341.7M $341.7M - $1.4B $1.4B - $6.8B $6.8B - $13.7B > $13.7B 162 56 11 - 1

AUM Summary

Insurance - General Account 3rd PartyTotal
Fixed Income
74.19
Equity
2.81
Multi Asset
0.4
Private Markets
1.06
Total Firm
78.46
Total FirmTotal
Fixed Income
166.45
Equity
22.18
Multi Asset
8.06
Private Markets
1.06
Total Firm
197.75

Total Firm

Fixed Income Equity Multi Asset Private Markets Total Firm 166.45 22.18 8.06 1.06 197.75

Regions

US UK Europeex-UK MiddleEast Pacificex-Japan Japan Other 80.38 7.75 15.01 - 82.16 9.32 3.13

AUM Details

Fixed income3rd Party Total Firm
Asset/Mortgage Backed
14.01
16.68
Convertible
0.22
0.22
Corporate
34.94
74.39
Emerging Markets – Corporates
0.55
3.66
Emerging Markets - Sovereigns
0.58
17.31
Government
6.00
9.81
High Yield
0.91
3.23
Loans
5.23
24.13
Money Market
4.52
8.00
Multi-Sector Fixed Income
0.11
0.39
Municipals – Taxable
3.41
4.84
Municipals – Tax-Preferenced
3.71
3.79
Multi Asset3rd Party Total Firm
Multi Asset
0.40
8.06
Equity3rd Party Total Firm
Asia
0.14
18.59
Emerging Markets
-
-
European inc. UK
0.02
0.13
Global
-
-
US
2.65
3.44
Other
-
0.01
Private Market3rd Party Total Firm
Hedge Funds
-
-
Infrastructure Debt
-
-
Infrastructure Equity
-
-
Private Debt
1.06
1.06
Private Equity
-
-
Property
-
-
Real Estate Debt
-
-
Other Alternatives
-
-

Notes
For further information about Conning and to learn more about the firm, their investment strategies and the services they provide to insurance firms please login to CAMRADATA Live.