Meet Our Principals

Alton Cogert,
President & CEO

Mr. Cogert is happy to answer any questions regarding these case studies prior to submitting your request.

Board Education: Investment Policy Review

The following case studies, as presented at our annual Insurer Investment Forum or Investment Seminar for Gov't Risk Pools, have been lauded for their clarity, applicability and usefulness by attendees.

While case studies are based on SAA’s experiences, all company and individual names/information are completely hypothetical.

Case studies are available for presentation at your company's site for a nominal fee.

Please indicate the case studies you would like presented to your staff, board of directors/trustees and/or investment committee. One of SAA's Principals will contact you to discuss scheduling and provide a quote.

Sending

El Nino P&C has not considered a detailed review of its investment policy for seven years, preferring to simply acknowledge it as appropriate every year. However, a new CEO wants to take a fresh look at the policy, comparing it to the investment policy of the venerable CalPERS. Is the current El Nino policy still appropriate? Compare and contrast with CalPERS policy and your company’s policy.

Spondulicks Mutual has enjoyed a long term partnership with its investment manager, but there is Board concern about using only one manager, as well as a discussion about implementing dynamic versus static asset allocation. Based upon the information provided, what do you think about the Board’s decisions? Does it make sense to authorize an ‘expert’ to act within the authority of the investment policy in a dynamic allocation framework?

Sending

Note: Case studies do not necessarily represent the experiences of other clients, nor do they indicate future performance. In fact, we do not discuss or detail performance or outcomes below because investment results always vary. The investment strategies and services discussed are not appropriate or applicable for every investor and should be considered given a person's investment objectives, financial situation and particular needs.

Meet Our Principals

Alton Cogert,
President & CEO

Mr. Cogert is happy to answer any questions regarding these case studies prior to submitting your request.