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    Investment Solutions for Insurers

    Investment Solutions for Insurers

    Specialist expertise

    We have extensive experience serving US insurers. To learn more about how we can help you email insurance@insightinvestment.com.

    Customized insurance portfolios – tailored to your required outcomes

    We draw from a broad range of investment strategies to build a customized investment program for you.
    This portfolio will target your required investment outcome, and will be optimized to reflect your specific business needs and objectives    2.

    Working with you to optimize your solution

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    Managing your assets

    We take a custom approach that prioritizes the certainty of meeting clients’ chosen objectives.

    Focus on client outcomes Read more Read less

    Fixed income and risk management specialist Read more Read less

    Knowledge and expertise Read more Read less

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    Our insurance investment specialists work closely with you to understand and define your needs and goals. We manage portfolios focused on achieving a clear, defined outcome for you.

    Insight is a specialist in risk management and fixed income solutions, tailoring insurance portfolios to reflect customized goals. We build resilience into portfolios, seeking to withstand market events and maintain flexibility to adapt as requirements evolve over time.

    Our specialized teams focus on delivering investment and service quality to insurers, provided via direct access to portfolio managers, solutions designers and actuaries. Insight has decades of experience serving US and international insurers. Our parent company, The Bank of New York Mellon Corporation (BNY Mellon), also offers a range of specialist insurance services.

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    Our parent company, The Bank of New York Mellon Corporation
    (BNY) also offers a range of specialist insurance services

    Our parent company, The Bank of New York Mellon Corporation (BNY) also offers a range of specialist insurance services

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    Deep investment solutions resources
    Our clients benefit from open access to an extensive pool of investment professionals including portfolio managers, research analysts, actuaries and solution designers. We like to work in partnership with our clients and strive to be an extension of your team.

    Meet some of our team

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    James Kaniclides

    Head of Insurance

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    James Kaniclides

    Head of Insurance

    Jim is Head of US Insurance and a Senior Portfolio Manager at Insight, responsible for overseeing and guiding portfolio management and solutions design for the firm’s US insurance clients. Jim joined Insight in September 2021, following the transition of Mellon Investment’s fixed income strategies to Insight. He started working at Mellon in 1998 as a portfolio manager and analyst for insurance strategies. Jim has held several leadership roles for Insurance, including Co-Head of Tax Sensitive Crossover Strategies, Head of Insurance Portfolio Management and Co-Head of Insurance. Prior to joining Mellon Investments in 1998, Jim was a research analyst at Citizens Bank, assisting with analysis and risk management for balance sheet holdings of mortgage-backed securities. He began his career at the Federal Reserve Bank of Boston in Banking Supervision. Jim has an MBA from Northeastern University and a BA in Finance from Ohio University. Jim is a CFA charterholder and is a member of the CFA Institute and CFA Society Boston.

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    Ryan McMurdie

    Director, Insurance Solutions

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    Ryan McMurdie

    Director, Insurance Solutions

    Ryan joined Insight in November 2023. He has worked in the investment industry since 2010. He is responsible for growing Insight’s insurance business across various insurance channels. Prior to joining Insight, Ryan was a Director of Institutional Development at SLC Management. He has also worked for Merganser Capital in relationship management and institutional business development roles and at Loomis Sayles & Co. as a portfolio analyst. Ryan has a BA from Brigham Young University and an MBA from Babson College.

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    Jason Bilodeau

    Senior Insurance Solutions Strategist

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    Jason Bilodeau

    Senior Insurance Solutions Strategist

    Jason joined Insight in September 2021 following the transition of Mellon Investments’ fixed income strategies to Insight. He has worked in the investment industry since 2000. Jason joined Mellon Investments in 2002 as a product manager and was responsible for working with insurance portfolio managers, business development officers, relationship managers and members of the consultant relations team. He is now a senior product specialist directing the firm's client service efforts for insurance companies. He joined Mellon Investments from Dwight Asset Management Company where he was a portfolio administrator. Prior to that, he worked at The Boston Company. He has a BS from St. Michael's College and is a CFA charterholder.

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    Craig Armstrong

    Senior Portfolio Manager

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    Craig Armstrong

    Senior Portfolio Manager

    Craig joined Insight’s Fixed Income Group in January 2015 following BNY Mellon’s acquisition of Cutwater Asset Management (Cutwater). Craig is a senior portfolio manager with a primary focus of managing multi-sector investment portfolios and developing strategies for insurance clients. Previously Craig specialized in the modelling, analysis, and management of asset backed and mortgage-backed securities. He has also held positions in market risk where he was responsible for quantitative analysis, risk management and control functions and in the LDI business segment where he worked in the risk analytics and treasury functions. He began his financial services career at Cutwater in 1992. Craig holds a BBA degree from the College of William and Mary in Williamsburg, VA and an MBA from the Stern School of Business at New York University. As well as being a member of the New York Society of Security Analysts, Craig holds Series 7 and 63 licenses from the Financial Industry Regulatory Authority (FINRA) and is a CFA charterholder.

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