
Our research-based reports are the backbone of Clear Path Analysis and the foundation of our reputation, knowledge and contacts in the insurance asset management industry. Through ten years of publication, we’ve developed a rich database of expert-led reports covering issues including investment, operational, risk, finance, liquidity, compliance, and senior management matters that decision makers can rely on.
Asset owners often lack the tools they need to manage data and de-risk their investments. Achieving effective Enterprise Data Management (EDM) is a formidable topic for institutional investors and asset servicers across the industry. It also offers insurance and pension fund professionals key opportunities to leverage managed services to mitigate risk and benefit from enhanced investment management and decision-making capabilities.
Insurance Linked Securities (ILS) have attracted significant attention in the past decade but have also suffered poor performance.
With catastrophe losses for insurers still rising, this webinar is an opportunity for market participants – as well as those looking to see if the timing is right to enter the asset class – to learn more about ILS and its benefits and drawbacks.
Crucial to winning and retaining market share in third-party investment management is ensuring clients feel well-informed through effective reporting processes. Building knowledge through an intimate discussion led by industry experts, Clear Path Analysis invites you to attend the “Evolving Client Reporting to Drive Client Growth” report, produced in partnership with Instinct Digital.
This report, sponsored by Arcesium, features a whitepaper on data management strategies for asset manager – and why modern data platforms are must-haves – alongside a roundtable debate with senior leaders on the changing operations landscape, and an interview on data strategy execution.
This report is produced following the annual Insurance Investor Live North America 2022 event, and brings together the insights from chief investment officers and portfolio managers representing insurers from across North America to discuss the methodology and strategy that their firms are taking to navigate these uncertain markets.
Designed with the input of asset owners, Institutional Fixed Income Investor, North America 2023 report brings together the community of North American investment leaders and asset allocation experts at U.S. and Canadian based retirement funds and insurance groups.
The importance of post-retirement decisions is especially critical today, especially with populations living well beyond projections made just a few decades ago. This report addresses the importance of the post-retirement drawdown phase and the ways in which plan sponsors are ensuring that their members are not left in the dark at the end of their working careers.
The second annual Insurance Asset Management, DACH report, brings together the views of heads of investment, finance and treasury, plus heads of investment risk and operations at DACH based insurance groups. The report will explore through detailed white papers, insightful interview articles, and summaries of discussion based panel debates how those charged with maximising returns whilst carefully controlling investment risks are taking meaningful decisions to influence the outcome of portfolio returns on balance sheet and general account assets.
The fourth annual Environmental, Social & Governance Investing, Europe 2022 report brings together the views of senior investment offices from European based pension funds, insurers, endowment, and foundation funds, to share their insights and drive forward practical approaches to ESG integration within investment portfolios.
This special market study report, commissioned by Principal Asset Management SM, examines the emerging and established challenges and trends facing those charged with responsibility for insurers asset management activites. Conducted as a global study of in-depth interviews, the report will outline the views of European, North American, Central and South American, and Asian based insurers.
The fourth annual Environmental, Social & Governance Investing, North America 2022 report brings together the views of senior investment offices from U.S. and Canadian based pension funds, insurers, endowment, and foundation funds, to share their insights and drive forward practical approaches to ESG integration within investment portfolios.
The sixth annual Investing in Private Markets, Europe 2022 report brings together leading asset allocators from across the spectrum of pension funds, insurance, and other institutional investment groups to explore the array of opportunities and challenges to advancing a private markets allocation mix.
The Diversifying with Non-Catastrophe Insurance-Linked Assets report, in partnership with Vesttoo, brings together the perspectives of asset allocators to discuss and debate the benefits of investing in traditional insurance liabilities in the Life and P&C sectors.
The Insurance Asset Management North America 2022 report features opinions from insurance industry leaders as they prepare for the road ahead. The thoughts shared will help to provide insurance portfolio managers with insight to protect the value of their assets while seeking returns to meet their liabilities.
The annual Investing Fixed Income, Europe 2022 report follows the Institutional Fixed Income Summit | Europe 2021 and explores external market pressures, industry evolution, and the impact of monetary policy, from the perspective of institutional asset owners.
The Insurance Asset Management, Europe 2022 report follows the annual Insurance Investor Live | Europe 2021 summit which brought together insurance investors, investment risk leaders and capital management professionals, alongside recognised industry leaders in-person, in a focussed learning and networking environment. This report explores high level issues such as inflation and market recovery, as well as strategic asset allocation, risk management, and ESG and sustainable investing.
The Investing in Emerging Markets, North America 2021 report features candid insights from institutional portfolio managers on the investment opportunities that are taking shape as the global supply chain adapts to the new economic landscape and as emerging economies evolve to meet the current and future demands of businesses.
The ESG Investing for Institutional Investors, North America 2021 Report features insights across key areas for successfully integrating ESG strategies into institutional portfolios.
The Environmental, Social & Governance Investing, Europe report addresses each the following three key topic areas: market outlook, governance structures and effectiveness, and investment ideas and forecasts.
The second annual Insurance Asset Management, DACH report, brings together the views of heads of investment, finance and treasury, plus heads of investment risk and operations at DACH based insurance groups. The report will explore through detailed white papers, insightful interview articles, and summaries of discussion based panel debates how those charged with maximising returns whilst carefully controlling investment risks are taking meaningful decisions to influence the outcome of portfolio returns on balance sheet and general account assets.
As the discussion around climate change intensifies, investors are adapting their strategy to allocate capital to assets that address the issue and produce consistent returns. This report presents the viewpoints of industry representatives and how they are pivoting to be able to attract more capital into this niche asset class. In addition, asset owners provide candid viewpoints on what the asset class needs to do to increase its appeal, evolve into a mainstream security and expand its share of the investment market.
The Investment Outsourcing for Institutional Investors, Europe 2021 report seeks to review the lessons learnt on the balance between liquid and illiquid assets in achieving optimal outcomes in times of market volatility.
The Pension Plan De-Risking, North America 2021 report provides insight into how pension fund managers are navigating the challenging economic landscape and which assets have the greatest potential to preserve capital and earn meaningful returns.
The Distressed Debt & Special Situations Investing, Europe 2021 report explores how to be ready with dry powder when the opportunities arise. Some evergreen fund approaches to distressed debt will be considered, which aren’t based on traditional private equity or an illiquidity premium. There will be an analysis of the ESG and reputational issues and constraints around distressed investing, as well as a discussion of the more defensible and attractive investments in this context.
The Insurance Asset Management, North America 2021 report addresses these three key topics: market outlook, improving operational functionality, and investment strategy, as identified by insurance representatives in the region.
The Multi-Asset Strategies Investing 2021 report encourages in-depth discussions with asset owners to provide insightful data on where the market is headed and which asset allocation strategies will help investors achieve maximum returns.
The Insurance Asset Management, Europe 2021 report brings together Investment, Risk and Treasury professionals to discuss crucial issues related to the current economic climate, operational risks, how to navigate the current investment environment and fresh opportunities.