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60+
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Specialists focused on insurance risks and regulations
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United States, Institutional
Change
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47 years
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Years building trust and track records with insurers
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72
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% of our clients partner with us on multiple strategies
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Yesterday’s ideas won’t cut it in today’s world
Today’s unprecedented challenges require unconventional solutions. Be prepared to think outside the box. Have a game plan, but stay flexible. Above all, take an opportunistic approach.
As always, we’re here to help you succeed. A trusted partner in good times and tough times.
Check out our latest insurance insights
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Insights Posts
Three transition year themes — inflation, capital, ESG
Insurance Multi-Asset Strategist Tim Antonelli believes 2022 could be a year of transition for the global insurance industry, with the three big themes of inflation, capital, and ESG likely to play prominent roles in many insurers’ strategic planning and decisions.
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Whitepaper
2022-12-01
ESG playbook for insurers: Tune out the noise
In this video interview, Insurance Multi-Asset Strategist Tim Antonelli provides a playbook for how insurers should approach ESG. Tim offers an actionable to-do list, addresses common misconceptions, and shares forward-thinking ideas to anticipate and manage risk. Tim is interviewed by Account Manager Sarah Marschok who offers color on the investment themes she is observing in the market.
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Video
2022-06-01
Muni market climate risk: Hidden perils, untapped opportunities
We believe the risks and opportunities associated with climate change should be part of the “mosaic” for how insurers approach the municipal bond market — and that now is the time to act.
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Quick Take
2020-11-30
A US insurer’s roadmap for navigating the new RBC regs
With the NAIC’s latest revisions to risk-based capital (RBC) charges now on the books, what should US insurers be focused on moving forward? And how have the relative value propositions across fixed income assets and other investments changed as a result? Multi-Asset Insurance Strategist Tim Antonelli and Investment Specialist Geoff Austein-Miller share their views and insights.
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Whitepaper
2023-03-31
Higher inflation, rising rates: Front and center for insurers
With macro and market complications piling up through the first few months of 2022, Insurance Multi-Asset Strategist Tim Antonelli provides his investment implications for global insurers.
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Whitepaper
2022-10-15
Insurers: Strengthen your core in the second half
Insurance Multi-Asset Strategist Tim Antonelli shares his latest multi-asset insights for global insurers, including his view that core fixed income holdings — US interest rates and investment-grade corporate bonds — should stack up well against most risk assets in the second half of 2022.
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Article
2022-12-31
The road less traveled: An insurer’s path to investing in alternatives
Insurance Multi-Asset Strategist Tim Antonelli lays out a sturdy yet flexible framework to help global insurers navigate the alternative investments space.
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Article
2023-09-30
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Find out how we can help insurers grow surplus and reserve assets, particularly during times of volatility.
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Rich Coffman
- Region covered: US
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Sarah Marschok
- Region covered: US
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Jon Wagenseller
, CFA
- Region covered: Bermuda
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Bob Sharma
, CFA
- Region covered: EMEA
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James Bradbury
- Region covered: EMEA
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Max Davies
, CFA, CAIA
- Region covered: APAC
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Kazuya Yuasa
- Region covered: Japan
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Benjamin Kelly
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Ai Lin Lee
, CFA
- Region covered: Southeast Asia
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Aster Kwok
- Region covered: Hong Kong and Taiwan
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Yan Yang
, CFA
- Region covered: China
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Sally Zhao
, CFA
- Region covered: China
The business and investment environment for the insurance industry becomes more and more complex each year. We understand insurers’ challenges, and have the resources — specialized investment managers along with client-service professionals well-versed in global regulatory requirements and asset/liability and capital-management goals — to offer effective solutions.
Each of our relationship managers has many years of experience engaging these clients broadly on enterprise risk management, and more specifically on investment risks.
We are well equipped to help European insurers create customized investment solutions to meet the requirements of the evolving Solvency II landscape.
I love working with insurance clients to come up with portfolio strategies designed around their unique investment goals — whether that’s maximising yield in today’s low-rate environment, capital preservation, or asset/liability matching.
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All figures as of 30 June 2022.
