Strategic Asset Alliance
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Investment Process Overview

Investment Policy & Guidelines
  • Provide peace of mind
• Protect from problems
Strategic Asset Allocation
  • Most important decision
• Focus on attaining the highest risk adjusted return on surplus
Peer Group Analysis
  • Key to outperforming peers
• Relate investment decisions to overall profitability
Portfolio Benchmarking
  • Focus manager behavior
• Should correspond with asset allocation and liability profile
Investment Management Responsibility & Evaluation
  • Proprietary external manager database
• Insurance-focused perspective
Portfolio Monitoring
  • Investment styles and practices
• Stress testing
• Changing regulatory environment
Measuring Performance
  • Quarterly review PLUS
 

Strategic Asset Alliance seeks to develop long-term relationships, providing value-added insurance investment advisoryl service on an on-going basis as our clients business grows and prospers.

In the course of our relationships, we work with the entire "Investment Process Value Chain" consisting of a series of activities that create and build value for our clients. These activities performed individually or together culminate in the total value delivered by working with our organization.

Strategic Asset Alliance believes that insurance company investment activities must be viewed as a key part of an integrated business process. The components of the investment process are embodied in the Investment Process Value Chain, an integrated set of activities that must be focused on adding value to the insurance company.

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