Meet Our Principals

Insurer Investment Consultant

Alton Cogert,
President & CEO

Mr. Cogert can answer all your investment-related questions and detail how SAA can help your insurer or risk pools/JPA.

Fixed Income Primer for Insurers & Risk Pools
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Most insurers and risk pools allocate their portfolios heavily towards investment-grade fixed income to account for policy holder obligations, reserves and sufficient risk capital.

Fixed income allocations by insurers and risk pools/JPAs typically range from 70% to 100% of their portfolios depending on regulatory and other constraints.

As such, investing these fixed income assets effectively is a primary objective. To do so, it will be important to understand the various fixed income asset types.


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