SAA's Project Services: Summary of Deliverables
In addition to providing our complete suite of services to Partner Clients, SAA offers its investment consulting services on a project-basis to insurers and risk pools.
SAA can individually provide the following services to insurers and risk pools:
Asset Allocation Analysis
SAA reviews the impact of different allocations and models various asset class combinations that are tied to the overall insurance business
Investment Policy Review
SAA reviews the organization’s investment policy to ensure it encompasses the ‘best practices’ and provides protection from problems experienced by others in the industry
Manager Search & Evaluation
SAA will help select and evaluate the firms managing your company’s fixed income and risk asset portfolios
Portfolio Monitoring
SAA monitors your portfolio beyond performance and reviews compliance, OTTI impairment, stress tests, etc.
Performance Measurement
SAA will review your portfolio from the perspective of required income, benchmarks, risk-adjustments, and after taxes/fees
Peer Group Analysis
SAA conducts a peer group analysis to compare your insurer or risk pools’ portfolio composition and structure to similar organizations. This helps develop optional strategies for consideration
Governance Review
SAA conducts a ‘Wellness check’ of investment process to ensure that the existing structure and process is appropriate for your company’s goals and objectives.
Board Education
SAA will conduct educational sessions reviewing new asset classes, basic concepts, etc. SAA can also conduct case study sessions based on our firm’s experiences
SWOT Analysis
Looking at the strengths, weaknesses, opportunities and threats of the investment program, SAA develops of a blueprint for how and where to improve the investment process
Regulatory Guidance
SAA assists insurance clients with regulatory issues & meetings related to their investment policy and strategy.
Rating Agency Consulting
SAA will assist and prepare your insurer for any investment-related inquiries prompted by rating agencies.
Portfolio Credit Review
SAA will assess the distribution of potential credit losses in the portfolio.
Asset Allocation Analysis
SAA reviews the impact of different allocations and models various asset class combinations that are tied to the overall insurance business
Investment Policy Review
SAA reviews the organization’s investment policy to ensure it encompasses the ‘best practices’ and provides protection from problems experienced by others in the industry
Peer Group Analysis
SAA conducts a peer group analysis to compare your insurer or risk pools’ portfolio composition and structure to similar organizations. This helps develop optional strategies for consideration
Manager Search & Evaluation
SAA will help select and evaluate the firms managing your company’s fixed income and risk asset portfolios
Portfolio Monitoring
SAA monitors your portfolio beyond performance and reviews compliance, OTTI impairment, stress tests, etc.
Performance Measurement
SAA will review your portfolio from the perspective of required income, benchmarks, risk-adjustments, and after taxes/fees
Governance Review
SAA conducts a ‘Wellness check’ of investment process to ensure that the existing structure and process is appropriate for your company’s goals and objectives.
Board Education
SAA will conduct educational sessions reviewing new asset classes, basic concepts, etc. SAA can also conduct case study sessions based on our firm’s experiences
SWOT Analysis
Looking at the strengths, weaknesses, opportunities and threats of the investment program, SAA develops of a blueprint for how and where to improve the investment process
Custodial Search Assistance
Though SAA does not provide complete Custody or Treasury Management Vendor search services, we do assist clients in the development of RFPs and evaluation metrics.
Rating Agency Consulting
SAA will assist and prepare your insurer for any investment-related inquiries prompted by rating agencies.
Portfolio Credit Review
SAA will assess the distribution of potential credit losses in the portfolio.
