New England Asset Management, Inc.

New England Asset Management (NEAM) strives to be integral to the success of our insurance industry clients by providing investment management solutions through a team of skilled professionals dedicated to delivering exceptional client service. Our comprehensive offering includes a wide range of services, including: asset management services | enterprise capital return and risk management | capital and risk analytics platform | investment accounting and reporting services

2019 YE — All values in USD billionsDefinitions

Firm Information

AUM, Firm Distribution

Insurance GenAcct 3rd PartyInsurance GenAcct AffilInsurance SepAcctAll Other FirmAUMTotal Firm AUM74.32330.2470.416104.986
New England Asset Management, Inc.
74 Batterson Park Rd., Farmington, CT 06032

Marie Callahan
Head of Marketing

Service Offerings & Client Profiles

Insurer Services
Investment Accounting OutsourcingYALM PartneringY
Customized Portfolio ReportingYRegulatory AssistanceY
Insurance Client Web PortalYStrategic Asset Allocation AdviceY
Peer AnalyticsYTactical Asset Alloc / Multi-Asset Portfolio MgtY
Capital Modelling & ManagementYInsurance Client ConferencesY
Income & Cash Flow ProjectionsYESG Specific Products Placed with InsurersN

Client Type Count

Life HealthPropertyCasualtyReinsurance(All Lines)Multi-LineOtherTotal ClientCount1179751103

Client Relationship Size

<$250mn$250mn – $1bn$1 – $5bn5 – $10bn>$10bn53371012

AUM Summary

3rd Party General Account Public Private Total
Fixed Income62.79111.02173.812
Firm Public Private Total
Fixed Income80.36114.84295.203
Regions 3P-GA Firm
N America64.55895.221
Europe & UK2.3272.327

AUM Details

Public Fixed Income 3P-GA Firm
Governments & Agencies5.25812.118
Municipals, Tax-Preferenced11.43111.474
Municipals, Taxable6.4316.477
Securitized – RMBS10.08210.216
Securitized – All Other4.7054.758
High Yield0.1930.195
Bank/Leveraged Loans
Emerging Markets – Sovereigns0.0011.254
Emerging Markets – Corporates0.0470.047
Public Equities 3P-GA Firm
Large Cap0.0170.017
Mid Cap0.0030.003
Small Cap0.0010.001
Global Developed Markets
Emerging Markets
Quant/Smart Beta
Mkt Neutral / Long-Short / Liquid Alts
Passive SMAs0.1950.195
Private Fixed Income 3P-GA Firm
Private Placements – Traditional10.93611.04
Corporate – Middle Market0.0833.102
RE – All Other Debt
Infrastructure Debt
High Yield
Private Equity, Equity Alts 3P-GA Firm
PE / VC0.016
RE Equity
Infrastructure Equity
Hedge Funds

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