Strategic Asset Alliance

Welcome To Strategic Asset Alliance

We are an investment consulting firm that exclusively serves insurance companies. Our focus is on improving the investment process and, concurrently, the financial results of our insurer clients. Led by three former chief investment officers of insurers, we have no conflicts of interest with investment managers, broker/dealers or others. Most importantly, we consider ourselves first to be part of the insurance industry and then an investment consulting firm that exclusively serves the insurance industry.

Please take advantage of all that our web site has to offer: It is all here to assist in improving the investment process of your insurance company.

Insurer Investment Forum XIV

On March 12-14, 2014, the Insurer Investment Forum will once again return to its most popular location: The Grand Del Mar, San Diego, a 5-star hotel. As we did last year, IIF XIV will have our Case Study sessions cover the first day to start the conference, followed by our usual top-notch, expert speakers discussing the most important issues facing insurers on the second day. Most importantly, you will have an opportunity to share ideas and opinions with your peers and the speakers, as attendance is limited. Add golf and other recreational opportunities on the third day, and IIF XIV promises to be another ‘don’t miss’ event.

To view last year’s agenda, please click here.

For more information or to request an invitation, please click here.

You can also view last years presentations materials and follow-up webinar on InsurerCIO.com.

Interesting and Informative Book about the Investment Process of Insurers

Alton Cogert, President and CEO, has written “Uncertain Times: A Chief Investment Officer’s Journey,” which tells the fictional story of an insurer CIO while also providing non-fiction details on how to develop a solid investment process. For more details, please go to the book’s web site or for Kindle version.

SAA Blog

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" From the Northwest Quadrant" is a blog published by Strategic Asset Alliance, the insurance investment specialist. Always contact a professional before acting on any recommendations or opinions noted within the Blog. For general comments, e-mail saa@saai.com.