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..
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