This quarterly publication provides up-to-date 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. 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 2019 Q1.
The Insurance Investment Outsourcing Report - 2019 Edition (IIOR) is anchored by profiles submitted by forty-six insurance-focused investment managers. Each investment manager's profile includes up to fourteen investment product solutions the investment manager "features for insurance companies." This analysis examines the compilation of these "featured products" and serves as a companion to the IIOR Report. In Excel format.
In response to requests from our members, this document provides access to the Insurance Investment Outsourcing Report - 2019 Edition in an excel format. Exchange members will find it useful for various industry analyses both as a snapshot of third party insurance asset management at year end 2018, and for year-by-year comparisons.
A compendium for insurance companies. Profiles of insurance-focused insurance asset managers, including featured investment strategies for insurers, profiles of clients served (by region, business lines, company size) and insurance AUM in specific strategies. (This report is in an 8 mb file and may take a minute to download.)
Provides profile/details on over 5,000 insurance general account investment mandates outsourced to third party investment managers. Updated quarterly. Learn how insurance companies are using third party investment managers, including asset class/style trends, managers used, etc. Download the database and analyze by insurance company type, business lines, size, location (US, Europe, etc.) asset class/investment style, managers hired, consultants used, etc. In Excel format.
This survey-based research taps the views of insurance company investment officers, investment managers and insurance-focused investment consultants to learn: 1) How investment managers can better address the “Thought Leadership” needs of insurance companies; 2) Insurance companies’ current ESG investment practices.
(January 2019) For each region (North America, UK/Europe, APAC), this report quantifies the currently outsourced insurance assets by asset class and 80+ investment strategies/roles - And projects outsourced asset growth in each asset class/strategy through 2023 in terms of asset value and new mandate number. For North America, outsourcing activity for selected investment strategies (core fixed income, high yield, etc.) is segmented by insurance company type, business lines, size, and ownership category (stock, mutual, etc. and investment vehicles used (separate account, etc.); Updated annually.
Insurers’ consultant-advised insurance assets are substantial, totalling over US$819 billion on a global basis for 443 insurance companies. This report examines insurers' use of consultants and profiles each consultant firm's insurance-focused services.
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/projections by asset class, leading third party managers, use of investment consultants.
Historical and future growth in outsourced insurance General Account AUM is examined/projected through 2022 in North America, UK/Europe, APAC and Offshore. Includes analysis of insurance industry demographics/ consolidation (limited to US), and third party investment managers serving insurance companies in each region.
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 insurance-focused investment management firms, including their insurance AUM, client counts by company type and size, services offered and featured products.
Consultant-advised insurance assets total over US$600 billion on a global basis for 421 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.
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.
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
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?