Meet Our Principals

Alton Cogert,
President & CEO

Mr. Cogert can walk you through your company's peer analysis and answer any questions related to your investment strategy.

Meet Our Principals

Alton Cogert,
President & CEO

Mr. Cogert can walk you through your company's peer analysis and answer any questions related to your investment strategy.

Peers: Peer Group Analysis

Strategic Asset Alliance will perform a Peer Group Analysis looking at financial results and investment portfolio composition in comparison with selected peer companies.

Peer companies are selected based upon them having similar sized portfolios and writing similar lines of business as defined by their annual statements. At your request, we will also perform similar analysis using data from other companies selected by you.

You can view/request a sample peer analysis here.

For Government Risk Pools and JPAs, we have developed a 'blind' peer analysis across the pooling space to help provide insights and discuss key questions regarding your portfolio relative to other pools. Our complete Pooling Peer Group is now fully accessible online to all risk pools, which can be accessed here.

The Peer Group Analysis will address:

  • How have peers structured their investment portfolios and how does it compare to what we have done?
  • Are they using strategies, tactics or ideas we should consider?
  • What is the worst-case impact of your portfolio’s risk appetite and how does it compare to peers?
  • How does your portfolio's expected 'Risk vs. Return' compare?
  • How does their investment structure mesh with their business – can this help us from a competitive perspective?
  • We provide an analysis along a number of important metrics using SAA Engineered Peer Groups that are provided on InsurerCIO:
Peer Group Analysis Summary Yield Comparison
Line of Business Comparison Maturity Profile
Analysis of Portfolio Mix Credit Quality

Continue to SWOT Analysis - A First Step for Improvement >>

Peers: Peer Group Analysis

Strategic Asset Alliance will perform a Peer Group Analysis looking at financial results and investment portfolio composition in comparison with selected peer companies.

Peer companies are selected based upon them having similar sized portfolios and writing similar lines of business as defined by their annual statements. At your request, we will also perform similar analysis using data from other companies selected by you.

You can view/request a sample peer analysis here.

For Government Risk Pools, SAA’s Pool Peer Database currently consists of 26 risk pooling clients and additional non-client pools that have supplied verified data for the provided blind peer analyses.

The Peer Group Analysis will address:

  • How have peers structured their investment portfolios and how does it compare to what we have done?
  • Are they using strategies, tactics or ideas we should consider?
  • What is the worst-case impact of your portfolio’s risk appetite and how does it compare to peers?
  • How does your portfolio's expected 'Risk vs. Return' compare?
  • How does their investment structure mesh with their business – can this help us from a competitive perspective?
  • We provide an analysis along a number of important metrics using SAA Engineered Peer Groups that are provided on InsurerCIO:
Peer Group Analysis Summary
Yield Comparison
Line of Business Comparison
Maturity Profile
Analysis of Portfolio Mix
Credit Quality

Continue to SWOT Analysis - A First Step for Improvement >>

Meet Our Principals

Alton Cogert,
President & CEO

Mr. Cogert can walk you through your company's peer analysis and answer any questions related to your investment strategy.