Investment Seminar for Risk Pools 2022

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 & […]
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SRI/ESG Primer for Risk Pools

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. […]
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Case Study: Risk Pool Investments – Global / Technology Approach?

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. […]
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A Tale of Two Pools: Sample Case Study

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 […]
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Pooling Peer Database

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 […]
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Fixed Income Management: Standard Fee Comparison for Risk Pools

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 […]
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Bank Loans Primer for Risk Pools

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 […]
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Effect of Inflation on Risk Pools’ Core Fixed Income Portfolios

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 […]
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Effect of Inflation of Risk Pools’ Core Fixed Income Portfolios

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. Rob Lund | SVP, Client Portfolio Manager | Income Research + Managementrlund@incomeresearch.com | www.incomeresearch.com/ Effect of Inflation on Core Fixed Income Portfolios SAA: What are the risks for […]
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May Investment Review for Risk Pools

Government bond yields were little changed in May. US investment grade corporate bonds produced a solid total return and continued outperforming Treasuries. High yield corporate bonds saw further positive returns, driven by coupon-clipping as spreads slightly widened US equities rose in May. Economic momentum showed further signs of acceleration as industries reopened and vaccine roll-outs […]
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