2008 Managing Insurance Assets Conference

Get Insight & Answers on Managing Insurance Assets from Industry Experts

In an era of volatile investment markets, insurance companies, like other institutional investors, need to make their assets work harder. One solution that is attracting large and small insurers alike is the idea of gaining better total return and book yield performance by employing external investment managers. This trend to outsource insurance assets began as investment managers sought to find expertise externally that they did not have internally – help in managing equities and alternative asset classes. But today insurers are looking to hire investment managers for all asset classes, including those such as fixed income and cash that have traditionally been areas of internal management success.

The challenge for insurers is to decide which asset classes should be outsourced and then choose the right manager for the job. It can be a tricky task. That’s why this conference will provide insight into the thinking of insurers that have made the commitment to use external asset managers – and provide a road map for those insurers contemplating reorganizing their asset management provision. As constrained investors, insurers need to ensure that any changes they make comply with their many masters – rating agencies, tax authorities and accounting regulators – and of course, US state insurance oversight.

Join P&I for the 2nd Annual Managing Insurance Assets Conference to discuss:

• When an insurer should look outside for asset management expertise

• Which asset classes are most appropriate to outsource?

• How should insurers approach integrating equity investing into their total portfolio approach?

• How does regulation shape investment strategy for insurers?

• How do rating agencies view a broadly diversified insurance portfolio?

• What tax issues arise for insurance companies in asset classes such as private equity and hedge funds, and how can these be handled?

• How should an insurer develop and monitor a risk budget?

• As a taxable investor, what fixed income strategies are appropriate in today’s market?

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