Our Story

Delivering For The Insurance Investment Community

We are insurance asset management people, plain and simple.

That made naming of our firm fairly easy. We have a combined 60 years of experience, with David doing research and Stewart in asset management.

We looked around and realized that there were no publications dedicated to our industry ‐ a $30 trillion global market, $7 trillion in the us alone.

We understand that managing assets for insurance companies is different than aII other institutional investor classes. We know that outperforming requires superior investment management skills paired with the ability to navigate the labyrinth of insurance-centric requirements.

We set out to provide a source of unbiased thought leadership in an academic format without advertising. We want to cut through the noise by providing timely and topical information from the best in the business. That’s why we built the Insurance AUM Journal ‐ to bring thought leadership to our community.

Thank you for your readership and support. We always welcome your suggestions for how we can get better.

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