image image

    Opportunities for insurance investors

    US Insurance videos

    At Insight, we have managed insurance assets for over 30 years. We provide our insurance clients with dedicated investment, actuarial and client teams as well as a large team of fixed income specialists. We strive for close partnerships with our clients, delivering innovative and custom solutions to address their complex and often idiosyncratic needs. 

    This video series outlines Insight's commitment to our insurance clients. To learn more, please email us at insurance@insightinvestment.com

    Insight’s insurance solutions platform

    Ryan McMurdie, Director, Insurance solutions introduces Insight's insurance solutions platform

    Key takeaways:

    • Insight has been managing insurance assets for 30 years
    • We focus on our clients’ needs to create custom solutions
    • Our dedicated insurance team draws on our large team of fixed income experts

     

    Investment solutions for captives

    Jason Bilodeau, Senior Product Specialist explains how we work with captive insurance companies

    Key takeaways:

    • Insight has a five-stage process
    • Our solutions evolve with our clients as they grow and mature
    • Our dedicated insurance actuaries and investment experts have decades of experience managing assets for captives

     

    Insight’s insurance solutions: modeling assets and liabilities

    Jason Bilodeau, Senior Product Specialist explains what differentiates Insight’s approach to working with insurance clients

    Key takeaways:

    • We believe in managing liability and underwriting risks together, not separately
    • We focus on investment strategies with respect to both risks
    • We seek to help clients maximize certainty with our propriety financial models

     

    How we work with financial institutions

    Craig Armstrong, Senior Portfolio Manager explains how we develop solutions for financial institutions

    Key takeaways:

    • Financial institutions have complex needs
    • We treat solutions for each client as a multi-dimensional puzzle
    • We look at risk tolerance, regulatory and accounting considerations to develop customized solutions

    Investing in esoteric structured credit

    James Cameron, Head of US Secured Finance explains how we invest in the esoteric structured credit market

    Key takeaways:

    • Insight has a deeply resourced and highly experienced global structured credit team
    • Esoteric securitizations cover a wide range of assets that require specialized underwriting teams
    • Private asset based transactions may also require differentiated sourcing channels and operational resources

     

    Portfolio trading on behalf of insurance clients

    Jamie Anderson, Head of US Trading explains how Insight executes portfolio trading on the behalf of clients

    Key takeaways:

    • Portfolio trading involves trading an entire list of bonds in a single package
    • Historically, only large insurers have previously been able to benefit from innovative trading protocols
    • Insight has built proprietary models to determine whether portfolio trades, traditional trades or a combination may best meet a clients’ needs for a particular transaction

     

    Insight’s strategic commitment to Insurance clients

    Jeff Berman, Head of North America Distribution outlines Insight’s commitment to our insurance clients

    Key takeaways:

    • Insight has been managing insurance assets for over three decades
    • Our deeply resourced team includes dedicated insurance portfolio managers, actuaries and client teams
    • We aim to be an extension of your team

     

    Systematic fixed income

    Paul Benson, Head of Systematic Fixed Income outlines how systematic fixed income strategies can potentially reduce transaction costs and deliver alpha diversification in fixed income.

    Key takeaways:

    • We believe that insurance clients should consider incorporating systematic strategies in their fixed income allocations
    • Systematic fixed income strategies have only recently gone mainstream, but Insight’s team has been developing his team’s strategies for over 20 years
    • We make our strategies as investible as possible for insurance clients, such as through our NAIC-rated ETF, SMAs or customized strategies
    Back to top