How SAA Helps Partner Clients
SAA believes that the investment process is the key to a successful investment program and supports our clients by focusing on the implementation of a well-designed investment process as it enhances the likelihood of meeting client objectives.
Insurance companies and risk pools that retain SAA as a consultant receive all of the following services, along with additional ad hoc analysis & reviews:
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’ of the insurance and risk pooling industries
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
SWOT Analysis
SAA analyzes the strengths, weaknesses, opportunities, and threats to your entire investment process
Custodial Search
SAA will help clients select and evaluate Custody providers suited for their organization
Rating Agency Consulting
SAA will assist and prepare your insurer for any investment-related inquiries prompted by rating agencies.
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
Extension of Your Staff
SAA is NOT just your investment consultant, but an extensive resource that is available to your insurer or pool at any time
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’ of the insurance and risk pooling industries
Peer Group Analysis
SAA conducts a peer group analysis to compare your insurer or risk pools’ portfolio composition and structure to similar organizations
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
SWOT Analysis
SAA analyzes the strengths, weaknesses, opportunities, and threats to your entire investment process
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
Extension of Your Staff
SAA is NOT just your investment consultant, but an extensive resource that is available to your insurer or pool at any time
