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 0.67 10.42 - 77.24 88.33
Income Research + Management

100 Federal Street, 30th Floor, Boston, MA 02110

Rob Lund
Senior Vice President, Senior Client Portfolio Manager
rlund@incomeresearch.com
6173309333

Service Offerings & Client Profiles

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

Client Type Count

Life Ins GenAcct 3rd Party P&C/Non-Life InsGen Acct 3rd Party Ins Gen AcctAffiliated All OtherFirm Total Firm 4 90 - 739 833

Insurance Client Relationship Size

< $341.7M $341.7M - $1.4B $1.4B - $6.8B $6.8B - $13.7B > $13.7B - - - - -

AUM Summary

Insurance - General Account 3rd PartyTotal
Fixed Income
11.84
Equity
Multi Asset
Private Markets
Total Firm
11.84
Total FirmTotal
Fixed Income
88.83
Equity
Multi Asset
Private Markets
Total Firm
88.83

Total Firm

Fixed Income Equity Multi Asset Private Markets Total Firm 88.83 - - - 88.83

Regions

US UK Europeex-UK MiddleEast Pacificex-Japan Japan Other 88.33 - - - - - -

AUM Details

Fixed income3rd Party Total Firm
Asset/Mortgage Backed
3.24
16.55
Convertible
0.35
0.36
Corporate
5.14
44.27
Emerging Markets – Corporates
-
-
Emerging Markets - Sovereigns
-
-
Government
2.18
18.79
High Yield
0.06
0.48
Loans
-
-
Money Market
0.08
0.68
Multi-Sector Fixed Income
0.03
0.03
Municipals – Taxable
0.35
2.24
Municipals – Tax-Preferenced
0.41
5.44
Multi Asset3rd Party Total Firm
Multi Asset
-
-
Equity3rd Party Total Firm
Asia
-
-
Emerging Markets
-
-
European inc. UK
-
-
Global
-
-
US
-
-
Other
-
-
Private Market3rd Party Total Firm
Hedge Funds
-
-
Infrastructure Debt
-
-
Infrastructure Equity
-
-
Private Debt
-
-
Private Equity
-
-
Property
-
-
Real Estate Debt
-
-
Other Alternatives
-
-

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