How to Help Your Risk Pool’s Trustees Fulfill Their Investment Responsibilities View PDF / Appendix >> Given the growing concern over succession issues and Board of Trustees turnover within the Pooling community, we developed a primer to help Trustees understand and review their role within the pool’s investment operations. This primer highlights a Trustee’s investment […]

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How have the past 3 years affected government risk pools and their investments today? And, what issues do risk pools expect to be most important when looking at the next 3-5 years? Download PDF >> Investment Seminar for Government Risk Pools: 2022 Alton Cogert, Managing President & CEO, Strategic Asset AllianceDan Smereck, Managing Director & […]

This overview is meant to broadly summarize the ESG movement to date and provide risk pooling Board Members and Executive Staff a blueprint for conversation as well as considerations for implementation. The world’s stakeholders — be they investors, customers, employees, leaders or ordinary citizens — increasingly care about environmental, social, and institutional governance issues (i.e. […]

A Risk Pool’s Asset Allocation Considerations: A Global / Technology Approach? Tess Monaghan has been the pool’s associate executive director for two years and is on track to assume the executive directorship within the next eight years. Financial results for the pool have remained strong with a continuing focus on conservative management and actuarial practices. […]

A Tale of Two Pools: Risk Asset Allocation The Board members from two governmental pools continue to grumble about low, single-digit fixed income returns. Yet, they also remain concerned about the implications should rates rise sharply and unexpectedly as the Fed’s tapering program ends, Europe slowly recovers, and geopolitical tensions ease. Although more volatile, the […]

Pooling Peer Database Our work with Gov’t Risk Pools has enabled us to develop a proprietary database for Pools to compare their company directly with other Pooling organizations in a blind peer analysis. SAA’s database currently consists of 24 risk pooling clients plus additional non-client pools that have supplied verified data for the provided peer […]

Fixed Income Management: Standard Fee Comparison for Risk Pools As a resource for your risk pool, we’ve compared fixed income investment management fees, across various portfolio sizes, among managers in the insurance and risk pooling space. Whether conducting a search or routine due diligence, it is important to understand where your insurer or risk pool’s […]

Bank Loans are a risk asset class that is comprised of corporate debt issued by below-investment-grade borrowers. Insurers and risk pools investing in bank loans, typically via mutual funds, receive coupon income based on a floating rate. This floating rate resets every 40 to 60 days (on average) with issuers using LIBOR as its base […]

We spoke with Income Research + Management to discuss core fixed income portfolios may be affected by inflation changes, including specific risks to insurers and risk pools. SAA: What are the risks for a core fixed income portfolio in an inflationary environment and how is IR+M positioning its portfolios to account for this? IR+M: The […]