Happy (and Not So Happy) New Year Changes for Insurer Investments

As 2018 dawns, insurers face some rather interesting changes that can cause a slight rethinking of investment strategies. These changes include mark to market equities through the income statement and a host of consequences related to the lower corporate income tax rate.

2018 Should Be a Good Year, But Risks from Overheating Economy are Building

For the few who look further ahead, this accelerating momentum in economic activity at a time when the economy is already operating at full capacity and the labor market is running out of employable workers is cause for worry.

Q4 2017 Investment Review
Global equities capped off a strong year with gains in the fourth quarter. US Treasury yields rose over the quarter as the Fed hiked rates 0.25% in December.

Insurer Investment Forum Case Studies
The Case Studies presented an SAA’s Annual Insurer Investment Forum have been lauded for their clarity, applicability and usefulness by our insurer attendees.

Webinars: Insurer Investment Perspectives
Webinars covering important strategies, trends and issues impacting insurers and their investment portfolio.

Preview Newsletter: 1.17.18
The most important developments, news articles, white papers and videos regarding insurers and their investments.

AM Best Releases New
Rating Methodology

A.M. Best releases new rating methodology. Time to rethink the way you approach A.M. Best, to make sure you are on the same wavelength.

Per A.M. Best, some of the most significant areas of refinement are highlighted as follows:

o   Reorganization of the methodology and criteria procedures to highlight the building block approach to the rating process;

o   Incorporation of the redesigned BCAR models; and

o   Expansion of the discussion of available capital and equity credit.

Review Explanation of the New Process >>

For Insurers:

Manager Select is an extensive database for insurers providing in-depth detail on the investment process and performance of fixed income
investment managers with
insurance specialization.

Insurers conducting a search can utilize Manager Select to curate a list of qualified candidates. Insurers that have a manager can instead run comprehensive evaluations against competing firms.

Learn More | Request Demo

For Managers:

Manager Select will allow insurers to discover and research your firm's insurance specialization,
background information, current
insurance business, investment
process and much more.

If you are a fixed income investment manager who works with insurers, you can receive our Manager Questionnaire for inclusion in this database

Include Your Firm>>

Why Become an InsurerCIO Member?

InsurerCIO is a resource for insurance companies to find the latest news and insight on the current financial landscape. InsurerCIO’s complimentary membership provides several benefits to your insurer.

Free Benefits Include:

o   Complimentary Registration to the Insurer Investment Forum

o   Structured Peer Group Analysis

o   Quarterly Investment Review

o   InsurerCIO Newsletter

o   Whitepapers and Research from Expert Managers

o   and Much More...

Learn More and Become a Member >>





View from the Northwest Quadrant

Investment professionals are familiar with the preference for building portfolios that are in the Northwest Quadrant of the risk/reward graph — improved return with lower risk.


The main purpose of this blog is to provide an ongoing commentary on how INSURERS can go beyond the business as usual approach to investments and improve their financial results.

View Blog >>