Why We Are Different (Test)

Our Focus and Responsiveness are Key Advantages for our Partner Clients, “Premier” Partners and SAA Members. Your insurance company is a key part of our business and our different relationship levels allow us to personalize our approach and customize our services to what best meets your needs. This, along with our seasoned staff, is what truly separates us.

We Only Partner with Insurance Companies

o   We focus only on insurance companies
o   We are recognized experts in the insurance space
o   Our business model is different and our approach is personalized
o   Our work is a passion, not just a job

Experience & Perspective

o   Each SAA Principal is a former Senior Insurance Investment Executive
o   We provide a broad, deep expertise across the various lines of business
o   We combine a vast knowledge of investments with a detailed understanding of
the insurance business

Resources & Unique Tools

o   We provide all of our Partner Clients, “Premier” Members and SAA Members
various tools and resources in helping them achieve their investment goals:
●   InsurerCIO’s performance measurement & analysis, peer group analysis,
and various investment reports, white papers and updates.

●   Manager Select, SAA’s proprietary database of managers with
fixed-income, insurance specialization

●   The Annual Insurance Investment Forum, an opportunity to share ideas
with peers, investment managers and SAA with a mix of presentations,
panel discussions and case study reviews

●   Uncertain Times: A CIO’s Journey, written by our founder Alton Cogert
offering the inside perspective of an insurer’s chief investment officer

Independent and Privately Owned

o   We have no conflict of interest with investment managers
o   There are no soft dollar or other similar “behind the back” compensation

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