Insurance Asset Management
Insurance Asset Management has been a key element of Brookfield Investment Management Inc.’s investment platform for over 20 years. Our clients include P&C insurance companies, reinsurance companies as well as life and health insurance companies.
We believe our competitive advantages include:
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A seasoned insurance portfolio management team with an average of 25 years of investment experience
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Customized insurance fixed income portfolio management and investment solutions
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World-class, global investment research platform
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Suite of insurance strategy and investment accounting services
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Specialized equity and fixed income satellite strategies
Our team has extensive insurance knowledge and industry experience as well as a thorough understanding of the complex investment and operating environment of our insurance company clients. This allows us to successfully partner with our clients to develop and manage custom investment solutions. A strong partnership means having thorough comprehension of an insurance client’s culture, risk tolerances, investment objectives and overall business goals. This dynamic approach goes beyond merely managing a portfolio to a benchmark and, enables our team to manage market opportunities against a client’s risk preferences.
We Deliver Customized Investment Solutions
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Insurers' Business Goals
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Investment Portfolio Objectives
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Constraints and Risk Appetite
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Establish Investment Policy Guidelines
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Portfolio Construction
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Portfolio
Surveillance
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AM Best Rating
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Investment income and cash flow requirements
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Regulatory
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Duration Targets/Limits
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Asset Class/Sector Allocation
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Continuous risk management and surveillance
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Surplus Growth/Stability
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Total return
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Accounting/Tax
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Credit Quality/Risk Exposure
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Security Selection
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Monthly and quarterly communication to insurer
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Premium Growth
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Book income/Yield Targets
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Rating Agency
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Asset Allocation/
Diversification
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Taxable / Tax-exempt allocation
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Periodic calculation of portfolio versus targets
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Business Strategies
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Tax Optimization
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Risk Parameters
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Benchmark Selection/ Creation
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Yield Curve / Duration Management
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Capital Adequacy Tests
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Asset Liability Management
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Realized Gain/ Loss Tolerance
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