Insurer Investment Q&As

SAA periodically speaks with investment managers, ratings agencies and regulators to discuss important strategies, trends and issues impacting insurers and their investment portfolio. You can find our recent Q&As here:

Leveraged Credit Market: Impacts from COVID-19

We spoke with Eaton Vance Management to discuss the leveraged credit market and how it is being affected by impacts related to COVID-19.

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Opportunities within Crossover Credit

We spoke with Income Research + Management to discuss opportunities for insurers in crossover credit and how COVID is impacting the market, as well as fallen angels.

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Investment Volatility Outlook for Risk Pools

We spoke with AAM – Insurance Investment Management to discuss how volatility stemming from the effects of COVID-19 will continue to affect markets, and in turn, affect the investment portfolios of government risk pools.

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Role of Passive & Active Management in Insurer Portfolios

We spoke with Vanguard to discuss the role of passive and active management within insurer portfolios. Highlights from the discussion include benefits in the core insurance general accounts portfolio, use in the surplus portfolio, and below investment grade fixed income investments.

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How Should Constrained Insurers Approach Asset Allocation?

We spoke with AAM – Insurance Investment Management to discuss the asset allocation approach for constrained insurance companies. Highlights from the discussion include important ERM considerations, corporate governance best practices and portfolio re-balancing.

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Bond ETF Usage within Insurance Company Portfolios

We spoke with Vanguard Institutional Investor Group to further discuss Bond ETF usage by insurance companies within their investment strategy. Highlights from the discussion include why ETFs are currently in the forefront, common challenges, comparing insurance portfolio managers vs. bond ETF managers.

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