Case Studies: Insurer Investment Forum

The Case Studies presented an SAA’s Annual Insurer Investment Forum have been lauded for their clarity, applicability and usefulness by our insurer attendees. Below are case studies presented at previous conferences.

We hope these samples provide better insight into the type of issues addressed at the Forum, along with how attendees are able to collaborate with peers. We hope you can join us for this year’s Insurer Investment Forum XVIII, held March 2-23, 2018 at Disney’s Grand Floridian Resort & Spa.

Fossil Fuel Divestment

Joe Smith, Chief Investment Officer of Mountain Top Insurance Company (MTIC), received an email from Frank Turbine, CEO, referring to a Financial Times article about the growing Fossil Fuel divestment movement, the forecasted decline in earnings and the value of future reserves for major energy companies, and the potential impact on investment returns on these companies. Frank hinted this should be a discussion topic for the next Investment Committee.

How should MTIC proceed? Maintain, Reduce or Eliminate Exposure?

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The Board’s Decision: Keep or Replace the Investment Manager

Over the last few years, Belichick Mutual Insurance Company has gotten worse than benchmark investment performance from its external fixed income manager, which is also rumored to be conducting less than ethical behavior .

With all of this controversy, senior management is considering a change from its fixed income manager, which, despite these issues, has developed a strong and very responsive relationship with the company over the last ten years.

Does the Board agree that it is time to change its fixed income manager?

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