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.

The Board’s Decision: Keep or Replace the Investment Manager

Over the last few years, Belichick Mutual Insurance Company has gotten worse than benchmark investment performance from its external fixed income manager, which is also rumored to be conducting less than ethical behavior .

With all of this controversy, senior management is considering a change from its fixed income manager, which, despite these issues, has developed a strong and very responsive relationship with the company over the last ten years.

Does the Board agree that it is time to change its fixed income manager?

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