Insurers continue to outsource an increasing share of “risk assets” to third party investment managers in 2021 Q1. North America-domiciled insurers increasingly favor alternative investments, particularly private debt and private equity. European and APAC domiciles show an uptick in outsourcing new equity roles. This quarterly publication provides up-to-date insurance asset outsourcing activity highlights and trends, including 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 for each asset class in each region?
The Insurance Investment Outsourcing Report (IIOR) – 2021 Spreadsheet Analysis turns IIOR into an accessible source of "supply side" information about third party insurance investment management. Includes AUM growth by region, industry statistics, client profiles of each investment manager, insurance investment product solutions, and spreadsheet access to all data in the published report.
Provides profile/details on over 6,500 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, ancillary services provided, etc. In Excel format.
Insurers’ consultant-advised insurance assets are substantial, totaling over US $869 billion on a global basis for 473 insurance companies. Consultant-advised assets grew 21% from $721 billion last year. This report provides metrics examining insurers' use of investment consultants by insurance company type, size and region, and changes in consultant use over time. The body of the report provides profiles of each consultant firm's insurance-focused investment services.
Historical and future growth in outsourced insurance General Account AUM is examined/projected through 2024 in North America, UK/Europe, APAC and Offshore. Includes analysis of insurance industry demographics/ consolidation, supply/demand insights, and individual and aggregated AUM growth of investment managers’ AUM by region.
The Insurance Investment Outsourcing Report (IIOR) – 2020 Spreadsheet Edition turns IIOR into an accessible source of "supply side" information about third party insurance investment management, including AUM growth and industry statistics, a “search and find” tool identifying managers featuring specific investment product solutions, and spreadsheet access to all data in the published report.
The seventh annual compendium of the investment management firms that serve insurance companies. The primary insurance industry reference that profiles insurance-focused investment managers, including featured investment strategies for insurers, profiles of clients served (by region, business lines, company size) and insurance AUM in specific strategies. (8mb file)
Examines insurance companies’ investment outsourcing practices in the APAC region. Topics include insurance assets by country, asset allocation trends, outsourcing activity, key third-party managers’ serving APAC insurers, outsourcing demand by asset class, and use of investment consultants.