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Insurance Asset Management:
  Compliance & Reporting
  Assessment of Investment Objectives
  Strategy & Policy Development


Insurance Asset Management -
Assessment of Investment Objectives


Objectives – Review & Analysis

  • Book Yield Targets – Assumptions, Consistency, Optimization
  • State Statutes Compliance - Quality, Structure and Risk Profile
  • Liabilities Immunization - Over Term Structure
  • Cash Flow Requirements - Projections, Timing, Assumptions
  • Tax Profile Implications - Tax Rate, Alternative Minimum Tax
  • Financial Statement Impact - Gains and Losses
  • Ratings - Constraints, Restrictions, Opportunities
  • Total Return - Risk Return Options, Expectations
  • Other Considerations
  • Dividend Payments
  • Other Financial Commitments
  • Future Business Plans



  • To obtain investment performance or other product data, please contact us .