Opportunities for insurance investors

At Insight, we have managed insurance assets for over 30 years. We provide our insurance clients with dedicated investment, actuarial and client teams as well as a large team of fixed income specialists. We strive for close partnerships with our clients, delivering innovative and custom solutions to address their complex and often idiosyncratic needs.

This video series outlines Insight's commitment to our insurance clients. To learn more, please email us at insurance@insightinvestment.com   
 

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Insight’s insurance solutions platform

Ryan McMurdie, Director, Insurance solutions introduces Insight's insurance solutions platform

Key takeaways:

• Insight has been managing insurance assets for 30 years
• We focus on our clients’ needs to create custom solutions
• Our dedicated insurance team draws on our large team of fixed income experts

Investment solutions for captives

Jason Bilodeau, Senior Product Specialist explains how we work with captive insurance companies

Key takeaways:

• Insight has a five-stage process
• Our solutions evolve with our clients as they grow and mature
• Our dedicated insurance actuaries and investment experts have decades of experience managing assets for captives

Insight’s insurance solutions: modeling assets and liabilities

Jason Bilodeau, Senior Product Specialist explains what differentiates Insight’s approach to working with insurance clients

Key takeaways:

• We believe in managing liability and underwriting risks together, not separately
• We focus on investment strategies with respect to both risks
• We seek to help clients maximize certainty with our propriety financial models

How we work with financial institutions

Craig Armstrong, Senior Portfolio Manager explains how we develop solutions for financial institutions

Key takeaways:

• Financial institutions have complex needs
• We treat solutions for each client as a multi-dimensional puzzle
• We look at risk tolerance, regulatory and accounting considerations to develop customized solutions

Investing in esoteric structured credit

James Cameron, Head of US Secured Finance explains how we invest in the esoteric structured credit market

Key takeaways:

• Insight has a deeply resourced and highly experienced global structured credit team
• Esoteric securitizations cover a wide range of assets that require specialized underwriting teams
• Private asset based transactions may also require differentiated sourcing channels and operational resources

Portfolio trading on behalf of insurance clients

Jamie Anderson, Head of US Trading explains how Insight executes portfolio trading on the behalf of clients

Key takeaways:

• Portfolio trading involves trading an entire list of bonds in a single package
• Historically, only large insurers have previously been able to benefit from innovative trading protocols
• Insight has built proprietary models to determine whether portfolio trades, traditional trades or a combination may best meet a clients’ needs for a particular transaction

Insight’s strategic commitment to Insurance clients

Jeff Berman, Head of North America Distribution outlines Insight’s commitment to our insurance clients

Key takeaways:

• Insight has been managing insurance assets for over three decades
• Our deeply resourced team includes dedicated insurance portfolio managers, actuaries and client teams
• We aim to be an extension of your team

Systematic fixed income

Paul Benson, Head of Systematic Fixed Income outlines how systematic fixed income strategies can potentially reduce transaction costs and deliver alpha diversification in fixed income.

Key takeaways:

• We believe that insurance clients should consider incorporating systematic strategies in their fixed income allocations
• Systematic fixed income strategies have only recently gone mainstream, but Insight’s team has been developing his team’s strategies for over 20 years
• We make our strategies as investible as possible for insurance clients, such as through our NAIC-rated ETF, SMAs or customized strategies