Vontobel Asset Management

Vontobel Asset Management is an Insurance AUM Journal Contributing Manager.

2019 YE — All values in USD billionsDefinitions

Firm Information

AUM, Firm Distribution

Insurance GenAcct 3rd PartyInsurance GenAcct AffilInsurance SepAcctAll Other FirmAUMTotal Firm AUM0.2120.326141.293141.831
Vontobel Asset Management

https://am.vontobel.com/en
1540 Broadway, 38 Fl, New York, NY 10036

Jeffrey Kutler
Executive Director, Insurance
jeffrey.kutler@vontobel.com
212-804-9358

Service Offerings & Client Profiles

Insurer Services
Investment Accounting OutsourcingNALM PartneringN
Customized Portfolio ReportingYRegulatory AssistanceN
Insurance Client Web PortalNStrategic Asset Allocation AdviceN
Peer AnalyticsYTactical Asset Alloc / Multi-Asset Portfolio MgtN
Capital Modelling & ManagementNInsurance Client ConferencesN
Income & Cash Flow ProjectionsNESG Specific Products Placed with InsurersN

Client Type Count

Life HealthPropertyCasualtyReinsurance(All Lines)Multi-LineOtherTotal ClientCount112

Client Relationship Size

<$250mn$250mn – $1bn$1 – $5bn5 – $10bn>$10bn11

AUM Summary

3rd Party General Account Public Private Total
Fixed Income
Equities0.2120.212
Total0.2120.212
Firm Public Private Total
Fixed Income47.17447.174
Equities94.65794.657
Total141.831141.831
Regions 3P-GA Firm
N America0.13617.02
Europe & UK112.046
APAC8.51
Offshore0.076
Other4.255

AUM Details

Public Fixed Income 3P-GA Firm
Cash/Short-Term
Governments & Agencies
Corporates
Municipals, Tax-Preferenced
Municipals, Taxable
Securitized – RMBS
Securitized – All Other
Convertibles
High Yield
Bank/Leveraged Loans
CLOs
Emerging Markets – Sovereigns
Emerging Markets – Corporates
Other
Public Equities 3P-GA Firm
Large Cap
Mid Cap
Small Cap
Global Developed Markets
Emerging Markets0.212
Quant/Smart Beta
Mkt Neutral / Long-Short / Liquid Alts
Dividend-Tilt
Passive SMAs
Other
Private Fixed Income 3P-GA Firm
Private Placements – Traditional
Corporate – Middle Market
RE – CMLs
RE – All Other Debt
Infrastructure Debt
Structured
High Yield
Other
Private Equity, Equity Alts 3P-GA Firm
PE / VC
RE Equity
Infrastructure Equity
Hedge Funds
Other

Notes
Insurance AUM reported is for US-sourced insurance clients