Peer analytics Insurance Investment Consultants
 

PeerTrac: Investment Benchmarking

Performance benchmarking tailored to the unique needs of insurance companies incorporating proprietary peer company market value return universes.

Asset Allocation / Dynamic Financial Analysis

Comprehensive scenario modeling which integrates the effects of the business (premiums, claims, liquidity levels), actuarial payout projections, asset reserves and surplus with various potential asset mixes.

Creation / Revision of Investment Policy Statement

Policy document creation to define the overall direction, communication and compliance of investment strategy and its implementation.

Investment Manager Search & Review

Manager search, performance evaluation and salary negotiation..

 

Peer Analytics assists clients with performance and strategy evaluation, comprehensive peer company benchmarking, strategic asset allocation (DFA), drafting investment policy statements and investment manager search and review.

Peer Analytics is the only provider of true peer universe comparisons to the insurance industry. Our PeerTrac performance analysis is based on ten years of market value return and detailed portfolio structure data for each of the 1000 largest US insurance companies. We provide a level of insight into performance second to none.

The principals of Peer Analytics developed the approach to asset allocation known as Dynamic Asset Allocation in the late 1980s. Our experience providing a wide variety of asset/liability studies (we have conducted over a hundred client studies over the years) provides an insight that translates into innovative solutions tailored to client needs rather than off-the-shelf answers.

Further our proprietary PeerTrac peer company comparative data afford us a unique insight into an additional dimension of risk – risk relative to competitors.

 


Effective benchmarking provides sufficient information to determine when corrective action is necessary.

Indexes are valuable components of the benchmarking process, but by themselves are not sufficient. Simple index comparisons lack the context required to draw meaningful conclusions.

Because indexes provide only a single comparative data point for each time period, it takes decades* to determine with any statistical meaning whether or not an investment manager has positive or negative skill. So by the time you have enough data to reach a conclusion, it's far too late.