SS&C offers a suite of industry-leading technology and services, backed by 35 years of industry experience, to service insurance and institutional investment firms. This ground-up approach results in a single solution provider that spans the front, middle and back offices with support for every asset class and every function across the investment lifecycle. Our solutions can be deployed on a SaaS, fully-outsourced or co-sourced basis, and offer unparalleled levels of operational efficiency, data access and transparency, accounting flexibility and analytical insight.  

• Expertise: SS&C offers a flexible front-to-back office software and service solution for insurance investors, supporting every asset class and function across the investment lifecycle. Key capabilities: investment accounting; risk & performance analysis; complex and alternative asset processing; and regulatory statement preparation, review and filing assistance – delivered via SaaS, co-sourced or outsourcing models.
• Contact 1: Scott Kurland, Managing Director
• Contact 2: Dennis Moore, Senior Sales Executive
• Website: www.ssctech.com/solutions/products-a-to-z/ss-c-singularity
• Thought Leadership Content
• An Insurers Guide to ESG Investing
• The SS&C Solutions for the Insurance Industry video:
• The Nuances of Managing Risk in Alternative Assets

Insurers have been building investment partnerships with Wellington since 1975. Our goals since then have remained evergreen – to exceed the investment objectives and service expectations of our clients. As an integral part of Wellington’s global investment platform, our dedicated Financial Reserves team offers a breadth and depth of resources and experience to serve our insurance clients as a go-to thought partner, risk manager, and trusted advisor for complex investment challenges. Today’s unprecedented challenges require unconventional solutions, and our collaborative strategic and proactive risk management approach helps our clients to be well-prepared.

• Expertise: Our insurance work is tailored for each client drawing upon the experience of Wellington’s dedicated Insurance team of 60 specialists. The team consists of portfolio managers, relationship managers, and functional specialists who have a deep understanding of the nuanced, and ever evolving, financial, accounting, and regulatory complexities facing or insurance clients.
• Contact 1: Rich Coffman, Business Development Manager, Americas
• Contact 2: Bob Sharma, CFA, Relationship Manager, EMEA
• Website: www.wellington.com/en/
• Thought Leadership Content
• Wellington Management- The road less traveled: An insurer’s path to investing in alternatives
• 2023 Insurance Outlook: Resolve to solve with a restocked toolkit

Pictet Asset Management is an independent asset manager, overseeing more than GBP 203 billion (as at end of September 2021) of investments across a range of equity, fixed income, alternative and multi asset products. Our clients are some of the world’s largest pension funds, financial institutions, sovereign wealth funds, intermediaries and their clients. Pictet Asset Management is part of the Pictet Group, a partnership that has endured for more than 200 years. Throughout the Group, business is driven by a sense of responsibility to both present and future generations, to the real economy and the wider world.

• Expertise: Our range of investment capabilities is pioneering and differentiated. We don’t do everything, rather we focus on the areas where we can add value for our clients. Our key investment capabilities include: Emerging Markets Debt, Global Fixed Income including Absolute Return Fixed Income and Strategic Credit, Multi Asset, Global Thematic Equities and Alternative Investments.
• Contact 1: Tim Bird, Senior Business Development Manager
• Contact 2: Kate Rickards, Senior Business Development Manager
• Website: assetmanagement.pictet
• Thought Leadership Content
• Strategic Credit, a nimble approach for an uncertain world
• The investment landscape in 2022
• The trouble with bonds

With €583.3bn¹ in AUM and more than 1200¹ specialists, Generali Investments is an ecosystem of asset management firms, delivering a portfolio of specialist capabilities across various countries.

Every firm in our ecosystem is supported by the Generali Group and able to innovate and grow with autonomy, developing sustainable and innovative solutions.

For investors, this means access to highly entrepreneurial firms, with the security of our support.

Our solutions are greater than the sum of their parts. They’re built from a variety of specialist capabilities from across our portfolio, to help investors unlock opportunities with the aim to generate long-term performance.

The asset management firms part of our platform are: Generali Investments Partners, Generali Insurance Asset Management, Generali Real Estate, Generali Global Infrastructure, Sycomore Asset Management, Aperture Investors, Lumyna Investments, Plenisfer Investments, Axis Retail Partners

¹Source: Generali Investments Holding S.p.A., data as at 31 December 2021

• Expertise: The Generali Investments ecosystem is structured around a number of strategic capabilities that aim to suit investors’ needs. Our key investment capabilities include: Fixed Income, Equities, Emerging Markets, Multi Asset, Multi Strategies, Liquid Alternative Investments, Private Assets (direct and FoF), Real Estate and Infrastructure investments.
• Contact 1: Tim Rainsford, CEO
• Contact 2: Paolo Casadonte, Head of Projects&Business Relationship Management
• Website: www.generali-investments.com

A leader in insurance asset management innovation

At Aegon AM we lead the insurance market in innovative and capital efficient solution development. We manage GBP 100.1 billion* on behalf of our insurance clients. We achieve this as part of Aegon Group a top 20 global insurance company.  Being part of the Group means our 1,200 professionals work first hand with our affiliates globally to develop and run attractive return on capital solutions. Our in-depth insurer expertise means we are ideally placed to work collegiately with our insurance partners, to deliver and service strategies that are aligned to their needs and Solvency II regulatory framework. 

* as at 31 December 2022

• Contact 1: Shaun McWilliam, Insurance Sales - UK and Ireland
• Contact 2: Russell Baird, Head of UK Investment Solutions
• Website: www.aegonam.com
• Thought Leadership Content
• Opportunities in alternative fixed income.
• Alternatives for cash management in volatile times
• How your fixed income portfolio can help you transition to Net Zero.

As an active manager we build solutions around what matters most to our clients whether it be investing for growth or income, to meet future liabilities, protect capital or invest responsibly. Together, through a strong sense of partnership and collaboration, we support a culture of continued innovation to build long-term relationships as needs evolve over time. Globally we manage over £324.5 billion (as at 31 December 2021) on behalf of individual and institutional investors including insurers, pension funds, endowments and foundations, sovereign wealth funds, banks and family offices.

• Expertise: We offer access to a broad range of capabilities that span both public and private assets including fixed income, equities, multi-asset, real estate, infrastructure and private equity.
• Contact 1: Christian Thompson. Director, Insurance Solutions
• Website: www.mandg.com/institutional
• Thought Leadership Content
• Sitting on cash?
• Four insurance portfolio themes for 2022
• Diversified private debt for insurers

Nuveen is the asset manager for TIAA, one of the world’s most highly rated and financially stable insurance companies. We leverage our deep expertise in partnering with insurance clients to tailor capital-efficient solutions to meet complex portfolio construction needs. Our platform of $1.1 trillion in AUM offers differentiated investments across private credit and private equity, real assets, fixed income, and responsible investing focused strategies. For more information, please visit nuveen.com/insurance.

*As of December 31, 2022

 

• Contact 1: Joseph Pursley, Managing Director, Insurance – Americas
• Contact 2: Christina Volkmann, Director, Insurance - Central Europe
• Website: www.nuveen.com
• Thought Leadership Content
• Nuveen EQuilibrium 2023 - Global insurance findings
• Why natural capital now?
• Impact investing: the insurance experience

Since 1926, Loomis, Sayles & Company has helped fulfill the investment needs of institutional and mutual fund clients worldwide. The firm’s performance-driven investors integrate deep proprietary research and risk analysis to make informed, judicious decisions. Using foresight and flexibility, Loomis Sayles looks far and wide for value – across traditional asset classes and alternative investments – to pursue attractive, risk-adjusted returns for clients.

• Expertise: Loomis Sayles matches our long history of alpha generating capabilities with the complex needs of our insurance clients. We offer a suite of differentiated fixed income strategies, each with clear and consistent investment philosophies. We layer in our experience in providing custom solutions to generate specific portfolios, designed to fit client objectives.
• Contact 1: Colin Dowdall, Director of Insurance Solutions
• Contact 2: Lauren McDermott, Insurance Solutions
• Website: www.loomissayles.com
• Thought Leadership Content
• Insurance ESG Considerations: A Practitioner's Viewpoint On Portfolio Customization
• Three Considerations for Insurers Weighing an EM Corporate Debt Allocation

For 50 years, Adams Street Partners has been recognized as one of the most respected and experienced private markets investment managers in the industry. Adams Street manages $52 billion in assets for 540+ institutional investors, including 52 insurance companies. With decades of insurance domain experience, we work closely with clients and have the ability to build customized private market portfolios specifically designed to help meet the risk/return requirements insurance companies. Our global platform benefits from deep investment experience, proprietary intelligence, and trusted relationships to target opportunities with high growth, innovation-driven investment themes.

• Contact 1: Neelm Hameer - Vice President
• Website: www.adamsstreetpartners.com
• Thought Leadership Content
• Navigating Private Markets in 2023: Rethinking Risk, Resilience, and Returns
• Signs Indicate Potential Attractive Vintage Era for Private Credit
• 2022 ESG Report: Towards Greater Transparency and Alignment

Royal London Asset Management (RLAM) is one of the UK’s leading investment companies, having built a strong reputation as an innovative manager, investing across all major asset classes. RLAM manages over £159.4bn billion of assets (as at 31/03/22), split between equities, fixed interest, multi asset investing, property and cash, with a market leading capability in sustainable investing. Products include funds and segregated accounts investing in government bonds, investment grade, high yield and unrated credit, equity income and equity growth across global developed markets, as well as UK property and cash and short-term money market instruments.

• Expertise: Insurance investing is a core part of RLAM’s heritage; we recognise managing assets for insurance companies is typically different to other investors and hence adjust our approach accordingly. We have significant expertise and resource in running insurance-focused mandates reflecting potential constraints and requirements around regulations, capital, liabilities, liquidity and softer aspects such as ESG integration. We assist insurers in designing and optimising insurance portfolios, whilst delivering the ongoing operational and reporting framework needed.
• Contact 1: Andrew Epsom, Insurance Client Solutions Director
• Contact 2: Hiren Gami, Business Development Executive
• Website: www.rlam.co.uk/institutional-investors/
• Thought Leadership Content
• Quarterly Insurance Update
• Insurance Investment Outlook for 2022