With SAA Solutions, we help insurance companies and governmental risk pools with an investment portfolio <$25MM achieve an improved investment process, at a fraction of the cost of an inhouse investment professional.
Overview of SAA Solutions
- Insurers with an investment portfolio <$25MM utilize the Vanguard Group's institutional brokerage hub through SAA Solutions.
- Both Vanguard and non-Vanguard funds and ETFs are available. There are no Vanguard fees other than those disclosed in the fund or ETF prospectus.
- SAA would be responsible for communicating any trades to Vanguard upon the insurer’s approval.
- Services include:
- Strategic Asset Allocation Analysis
- Standardized Investment Policy Generation
- Discretionary or Non-Discretionary Trade Execution
- Performance Monitoring
- Quarterly Review Calls