| Service | Benefit |
|---|---|
| Investment Policy ‘Best Practices’ Review | Peace of mind that policy is most appropriate for insurer or pool. Protection from problems experienced by others in the industry. |
| Strategic Asset Allocation | Improved bottom line from allocation balanced with sound risk management. Achievement of set of decisions crucial to improve financial performance. |
| Peer Group Analysis | Investment decisions linked to bottom line results. Develop optional strategies for consideration. |
| Portfolio Benchmarking | Manager behavior is focused to match corporate goals. Strategic asset allocation reflected in benchmarks. |
| Investment Management Responsibility and Evaluation | Utilize proprietary database of specialized investment managers. Access to unique knowledge of external and internal investment management process. |
| Portfolio Monitoring | Profit from proprietary ‘early warning’ tools. Improved portfolio management using a proactive, cooperative approach. |
| Performance Measurement | Understand the ‘whys’ behind performance. Measure portfolio performance from the perspective of required income, benchmark, risk adjusted, after tax and after fee returns. |
| Quarterly Investment Review | How are we doing? How can we do better? Where are the potential problems? |
| SWOT Analysis |
Development of a blueprint and prioritization of how and where to improve the investment process. |
| Fiduciary and Governance Review |
‘Wellness check’ of investment process or strategy. Peace of mind for Board that existing structure and process is appropriate. |
| Board of Directors Education |
Improved understanding of the insurance/pool investment process for Directors. |
| Rating Agency Consulting |
Improved rating agency results. |
| Dynamic Financial Analysis |
Focus on your company’s key measures of performance. Develop a customized analysis that simultaneously considers both sides of the balance sheet, etc. |
| Portfolio Credit Review |
What is the probability distribution of credit losses? Which securities are the greatest contributors to expected loss distributions. |
| OTTI Review |
Which securities are most likely to become impairment problems in the future? What is the distribution of expected impairment? |
Strategic Asset Alliance
