Peer Group Analysis

Addressing questions including: What is our primary competition doing? Are their results better than ours? If so, why?

Strategic Asset Alliance will perform a Peer Group Analysis looking at financial results and investment portfolio composition in comparison with selected peer companies.

Peer companies are selected based upon them having similar sized portfolios and writing similar lines of business as defined by their annual statements. At your request, we will also perform similar analysis using data from other companies selected by you.

We rely upon statement filing data supplied to us electronically from industry publications as well as various external databases, and index statistics.

Each analysis will address and compare:

• Peer Group Analysis Summary
• Lines of Business Comparison
• Portfolio Mix
• Book Yields
• Duration
• Credit Quality
• Financial Results