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


Insurance Asset Management -
Strategy & Policy Development


Investment Strategy
  • Immunization – Liabilities Defined
  • Book Yield – Maximization, Consistency
  • Liquidity – Flexibility
  • Return – Quality, Maturity Structure
  • Benchmark Development
  • Index, Risk/Return & Yield Profile
  • Detailed Index Analysis – Sector & Security Level
  • Specific Index, Portion of Index or Customized Mix
  • Portfolio Modeling
  • Strategic Positioning & Sector Allocations
  • Investment Characteristics & Metrics
  • Portfolio/Benchmark Comparative Analysis
  • Statement of Investment Policies & Guidelines
  • Investment Objectives & Priorities
  • Key Investment Strategies & Approach
  • Benchmark Targets / Performance Measurements
  • Accepted Securities & Restrictions
  • Limitations & Constraints


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