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Unlocking the Potential of Solvency II Long-Term Equity Portfolios (LTEI)

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Proposed simplifications to Solvency II’s Long‑Term Equity (LTE) rules could materially lower capital charges for qualifying equity investments, making them more accessible for both life and non‑life insurers. By reducing the solvency capital requirement, insurers may improve solvency ratios or increase equity exposure while maintaining capital strength. The changes could unlock greater long‑term investment in private and public equity, supporting higher expected returns on capital for insurers.

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Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives®.

With over $307 billion in assets under management as of December 31, 2025, we invest across three multi-strategy platforms: Credit, Real Assets and GP Strategic Capital. Anchored by a strong permanent capital base, we provide businesses with private capital solutions to drive long-term growth and offer institutional investors, individual investors, and insurance companies differentiated alternative investment opportunities that aim to deliver strong performance, risk-adjusted returns, and capital preservation.

Together with approximately 1,365 experienced professionals globally, Blue Owl brings the vision and discipline to create the exceptional.

Blue Owl Capital 
Seagrams Building
375 Park Avenue, 4th Floor,
New York, NY, 10022

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