Meet Our Principals

Alton Cogert,
President & CEO

Mr. Cogert has 29+ years of experience in insurance investments and can help with any questions related to your insurer's fixed income management process.

Fixed Income Management: Standard Fee Comparison

As a resource for your insurance company, we've compared fixed income investment management fees, across various portfolio sizes, among managers in the insurance space. Whether conducting a search or routine due diligence, it is important to understand where your insurer's fees fall within the industry landscape.

These standard fee schedules and comparisons were compiled from SAA's proprietary database of investment-grade fixed income managers with insurance specialization, called Manager Select. Insurers can access Manager Select as part of InsurerCIO's complimentary membership. Database Access can be requested here >>

Manager Select provides fee estimates for each firm (based on their submitted fee schedule and portfolio size), as well as an overview of performance, organizational structure, investment philosophy, and much more.

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Overall Fee Estimates: By Portfolio Size

Fee Schedules are as of 9.30.23 and are an indication of fees, before negotiation | The database consists of 85 investment management firms, totaling 6,030 insurance fixed income accounts and ~$5.8T in unaffiliated fixed income assets.

Standard Fee Comparison By Firm: Investment Accounting

This comparison reviews the fees for firms that offer investment accounting services (which often includes Schedule D accounting), either as a separate fee or included within their standard fixed income management fee.

Firms can be filtered by the ancillary services they offer, such as investment accounting, on Manager Select.

Standard Fee Comparison By Firm

If you’d like to review the fee estimates, based on your organization's portfolio size, for any of these individual firms, you can request access to review our database. Fees are listed in basis points, but can be converted to dollar amount on Manager Select.

Learn More About Manager Select >>