25th September 2023

Overcoming Operational Limitations in Business Expansion Report delves into the challenges and opportunities faced by asset management organizations that are going through a pivot to improve their delivery of service to stakeholders and the efficiency of their operational processes. Experts discuss how various departments across organizations are collaborating with one another, the types of technologies that are being implemented and the strategies behind the execution of their operational objectives.

25th September 2023

Produced in partnership with Aegon Asset Management, this report aims to help insurers understand how to find appropriate fixed-income opportunities for their portfolios. Through an exploration of capital reserve calculations and investment structures, you will learn how to uncover exciting opportunities and how the rise in interest rates has impacted the fixed-income market.

24th September 2023

Download this report to find out the potential pitfalls and investment opportunities that these investors are seeing in the day-to-day management of their insurance portfolios.

18th September 2023

Produced in partnership with Clarity AI the report explores ESG regulatory reporting and investment transparency, including the potential of FCA's Sustainability Disclosure Requirements as a blueprint for the future of the ESG industry. It also questions the adequacy of existing reporting structures and processes, and how sustainable investments can be defined for reporting purposes. Additionally, it examines the potential risks of regional regulatory approaches to global investors, and how technology can be utilized to improve sustainability reporting accuracy.

31st July 2023

As insurers increase the sophistication of their investments in order to meet their return targets, so does the need for more advanced operational processes and technologies to support these allocations. This report covers candid and in-depth viewpoints from insurance investment professionals that are implementing and managing the backbone infrastructure that improves the execution, management and reporting of assets in an ever evolving and complex landscape.

12th June 2023

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.

15th May 2023

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.

24th April 2023

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.

6th March 2023

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.

13th February 2023

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.

9th January 2023

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.

12th December 2022

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.

12th December 2022

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.

28th November 2022

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.

31st October 2022

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.

21st July 2022

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.

23rd May 2022

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.

21st March 2022

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.

22nd February 2022

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.

14th February 2022

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.

31st January 2022

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.

8th December 2021

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.

6th December 2021

The ESG Investing for Institutional Investors, North America 2021 Report features insights across key areas for successfully integrating ESG strategies into institutional portfolios.

8th November 2021

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.

5th July 2021

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.

26th May 2021

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.

26th April 2021

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.

15th April 2021

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.

15th March 2021

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.

15th February 2021

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.

1st February 2021

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.

26th January 2021

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.