Integrating private assets into asset allocation: what are the factors to consider?

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Private assets have become a significantly more prominent part of the investment landscape over recent years for insurers.

This has been driven by a two-way process of investors looking for ways to diversify portfolios away from increasingly correlated public markets while boosting returns, and asset managers being keen to develop a lucrative additional business line. This is particularly the case for life insurers due to their longer-duration portfolios that could absorb the more volatile nature of these assets.

It is also the case that more companies are choosing to stay privately owned than in earlier years, and many are returning to private ownership. On the fixed income side, yields on private credit often outstrip comparable corporate bonds.

So, what should investment teams at insurers be looking at in this area to maximise returns and minimise risk?

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