Taming Surplus Volatility

Presented by: Alton Cogert, CFA, CPA, CAIA, CGMA | President & CEO | Strategic Asset Alliance | acogert@saai.com

Calm financial markets have recently given way to deep uncertainties. We enter the year in the ‘fear’ part of the fear/greed cycle and that can raise questions about the investment process, all the way up to the Board level. How are insurers positioned for low interest rates plus surplus volatility? What are the ‘best practices’ for taming surplus volatility? Given the current environment, what investment classes can bring improved risk adjusted portfolio returns?

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