Case Studies: Insurer Investment Forum

The Case Studies presented at SAA’s Forum and Pools Seminar have been lauded for their clarity, applicability and usefulness by our insurer & risk pooling attendees.

We hope these sample case studies from previous Insurer Investment Forums provide better insight into the type of issues addressed at the conference, along with how attendees are able to collaborate with peers. You can view previous Pool Seminar case studies here.

The Insurer Investment Forum XXI will be held virtually on March 17-18, 2021.

Asset Allocation Concerns: Frequency

Mr. Glazer is now appointed to the Investment Committee and was reviewing the strategic asset allocation process over the past three years. Although state regulations and investment policy allowed prudent flexibility, Mr. Glazer was a bit surprised by the frequency and scope of the strategic asset allocation process.

The process was conducted every year even though the underlying strategic plan and direction of the business had remained consistent for many years. Under closer scrutiny, strategic asset allocation recommendations were often contradictory (especially risk assets) and could swing materially year-over-year.

Wouldn’t this confuse the Board and, even worse, place the investment manager/advisor in a difficult position?

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