March 24 - 25, 2026Insurer Investment Q&As
SAA periodically speaks with expert investment managers to discuss the latest issues and trends affecting insurance company and risk pooling investments.
What Has Happened to Insurer Investments in 2025
It's past the half-way point for 2025 and the environment for insurance companies remains uncertain. Insurers are keeping an eye on all aspects of the markets, from inflation, interest rates, domestic and international forces, etc. We spoke with SLC Management to review some of the key drivers impacting insurance company portfolios this year, as well as what signs to pay attention to as we approach the end of the year.
U.S. Fiscal Sustainability:
What Should Insurers Be Paying Attention To?
The strength of the U.S. Dollar, as well as the U.S.' fiscal debt, are ever present topics as domestic and global economic outlooks navigate uncertainty. We spoke with New England Asset Management to discuss the main issues facing the U.S.' fiscal sustainability and how this ties into how insurance companies might view their bond portfolio.
Trajectory of US Fiscal Debt and Impact on Treasury Demand
The U.S.' rising levels of debt are impacting both markets and expectations for a potential fiscal crisis. We spoke with Insight Investment to discuss where US fiscal debt is headed and how it will affect investors' appetite towards U.S. Treasuries. We also discuss how these trends will impact insurance companies, many whom rely on allocations towards treasuries.
Liquidity Alternatives for Insurers and Government Risk Pools
Liquidity is an everpresent need and consideration for both insurance companies and governmental risk pools. We spoke with UMB Bank to discuss how some manage liquidity within their treasury and custodial operations.
Important Factors for Governmental Risk Pooling Investments
With several ongoing and moving pieces in the investment landscape, we spoke with AAM - Insurance Investment Management to get an update on the trends and topics that are most top-of-mind for both insurance companies and risk pools. Topics include asset allocation for risk pool portfolios; best practices for determining target duration; and, liquidity management.
Opportunities in Core Fixed Income for Insurers
Insurance companies face a rather peculiar fixed income environment, given uncertain expectations for (potential) interest rate cuts, as well as concerns about spreads and yields. We spoke with IR+M to discuss where insurers might find opportunities for improvement within the various fixed income sectors.
Adding Loans to Traditional Agg-based Portfolio to Reduce Risk / Improve Returns?
By design, insurance company portfolios are never fully diversified. Most allocate their portfolios heavily towards investment-grade fixed income to account for policy holder obligations, reserves and sufficient risk capital. We spoke with Aristotle Pacific Capital to discuss how Bank Loans (or 'leveraged loans) may be an opportunity of diversification and return for insurers.
March 4 - 5, 2025
San Diego, CA
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