New outsourced equity and specialized fixed income investment mandates are trending up in each region. 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 for each asset class in each region?
Provides profile/details on over 6,300 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)
Insurers’ consultant-advised insurance assets are substantial, totaling over US$720 billion on a global basis for 498 insurance companies, up from 443 last year. This report provides some metrics examining insurers' use of investment consultants and profiles each consultant firm's insurance-focused investment services.
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.
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.)
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.
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?