Outsourcing Monitor - Insurance Asset Tracker Dashboard - September 2017 (Submitted: Wednesday, September 13, 2017)
Insurance Asset Outsourcing Activity highlights and trends. Dashboard measures of insurance general account outsourcing activity in each region. Outsourcing trends by company type and size. Asset class and strategy outsourcing trends. Total assets outsourced to third party managers by asset class. Which investment managers are insurance companies choosing for new mandates in each asset class (by region, US, Europe, etc.) Based upon Insurance Asset Tracker updated through 2017 Q2.

Insurance Investment Outsourcing in APAC (Submitted: Friday, September 1, 2017)
Examines APAC-domiciled insurance companies investment outsourcing practices. Topics include total insurance assets by region/country, asset allocation trends, outsourcing activity and projected growth, outsourcing demand by asset class and strategy, leading third party managers, use of investment consultants.

Insurance Asset Outsourcing Size and Growth Assessment (Submitted: Wednesday, July 26, 2017)
Historical and projected growth in outsourced insurance General Account AUM is examined through 2021 in North America, UK/Europe, APAC and Offshore. Includes analysis of US insurance industry demographics and consolidation over the past two years which has impacted AUM growth.

Insurance Investment Outsourcing Report - 2017 Edition (Submitted: Friday, May 12, 2017)
A compendium for insurance companies. Third party insurance asset manager rankings/listings by total AUM, AUM by region and asset class/strategies managed. Detailed profiles of fifty-two insurance-focused investment management firms, including their insurance AUM, client counts by company type and size, services offered and featured products.

Insurance Companies' Investment Issues and Information Needs (Submitted: Friday, January 13, 2017)
This survey-based research identifies the key investment issues and associated challenges insurance companies are facing in 2017, the investment strategies/products insurance companies are seeking more information about, and the white paper/thought leadership topics of most interest to insurance companies.

North America Asset Outsourcing Demand Analysis (Submitted: Wednesday, October 5, 2016)
Demand/trends and rankings of outsourcing to third party managers for specific investment strategies in terms of new mandates per year - segmentation by insurer company type, business lines, size, and ownership category (stock, mutual, etc. Investment vehicles used (separate account, mutual fund, etc.); US insurance market demographics and asset allocation trends.

Insurance-focused Investment Consultant Compendium (Submitted: Monday, October 3, 2016)
Consultant-advised insurance assets total over US$600 billion on a global basis for 381 insurance companies. This Compendium profiles insurance-focused investment consultants, including the lead insurance-focused staff in each firm, the types of insurance companies they serve and services they provide, and analyzes consultant-advised outsourcing activity in each region.

Insurance Investment Outsourcing Report - 2016 Edition (Submitted: Sunday, May 22, 2016)
For insurance companies. Detailed profiles of insurance-focused investment managers, including insurance AUM, client counts by company type and size, services offered, and featured products. Investment managers' non-affiliated insurance general account (GA) rankings by region, investment strategy and more.

How Insurers Choose Investment Managers (Submitted: Tuesday, October 27, 2015)
Examines insurers' manager selection practices including information sources used, decision makers, selection criteria and use of investment consultants. Is your investment management firm properly positioned and resourced to grow insurance AUM?

Insurance Investment Outsourcing Report - 2015 (Submitted: Tuesday, June 23, 2015)
Detailed profiles of insurance-focused investment managers, including insurance AUM, client counts by company type and size, services offered, and featured products.

Outsourcing Monitor - Insurers Increase Outsourcing to Alternatives (Submitted: Wednesday, April 2, 2014)
Alternative investments are a small but growing portion of US insurers’ general account portfolios. U.S.-domiciled insurance companies have steadily increased outsourcing of general account assets to alternative investment mandates.

What Insurance Companies Want: Part One - January 2014 Update (Submitted: Thursday, January 2, 2014)
Examines prevalence of total return versus book value insurance company investment goals and how goals are pursued through buy and hold/constrained vs unconstrained asset management, asset allocation, and outsourcing to third party investment managers. Includes measures of insurance companies' intentions to outsource new mandates specific to asset class and style, detailed by insurance company type, size and investment goals (based on Nov. 2012 survey).

U.S. Insurers Show Increased Outsourcing to Specialized Mandates (Submitted: Thursday, November 7, 2013)
U.S.-domiciled insurance companies have increased outsourcing of general account assets to specialized (non-core fixed income) mandates over the past two years. Which asset classes are most sought and what are the implications for insurers and insurance-focused third party asset managers?

Fees Paid for Third Party Insurance Asset Management (Submitted: Friday, November 16, 2012)
Fees paid (actual, not fee schedule) for outsourced investment roles specific to asset class, style and mandate size; incidence and reasons for fee renegotiation (up or down) over the past two years; comparison of current fee levels versus past in core fixed income; discounting versus fee schedules.

What Insurance Companies Want: Part Two (Submitted: Friday, November 9, 2012)
How insurance companies choose third party investment managers; Information sources used to develop short lists; Differences in manager selection criteria applied to broad fixed income,specialized fixed income, equity and alternative investment mandates; Prevalence of insurance companies' need for ancillary services such as investment accounting and ALM/DFA; Approaches used for equity exposure and use of various tax-sensitive investment practices for equity investing; Appeal of dividend yield as a component of equity investing.

Insurance Asset Managers' New Business Gained Through RFPs (Submitted: Friday, November 5, 2010)
How many RFPs are insurance asset managers seeing? Are RFPs increasing or decreasing in use? What percent of insurance asset managers' business comes through RFPs? Based upon a survey of leading insurance asset managers.

Insurance Companies' Response to the Credit Crisis – May 2009 (Submitted: Friday, May 1, 2009)
What are the most critical issues insurance companies are facing as a result of the credit crisis? What actions are they taking to address these issues? What changes are they making to asset allocations? How are insurance companies using external service providers to meet the challenges they face? How is the credit crisis affecting insurance asset outsourcing? Based upon a survey of insurance company investment decision makers.

Other research projects will be prioritized based upon need. Please use the feedback  page to suggest useful research topics that could be addressed through the Exchange.