Insurance asset management advisory is our exclusive focus. We are the general account experts.

For Insurance Companies: Your Outsourced Strategic Partner

We act as an extension of your team, providing:

• Proprietary C.R.I.S.P. Framework Implementation for proactive risk management and holistic portfolio optimization.
• Strategic Asset Allocation (SAA) & ALM Analysis: Ensuring investments are aligned with liabilities and business goals.
  
• Investment Manager Selection & Ongoing Due Diligence: Unbiased deep due diligence to identify the right partners for your portfolio.
  
• Active Credit Risk Management & Scenario Testing: Stress-testing portfolios and anticipate headwinds and seize opportunities.
  
• Board & Rating Agency Communication: Preparing compelling narratives and materials to build confidence and secure approval.

For Asset Managers: Your Force Multiplier

We embed within your strategy and sales process to drive growth:

• New Client Acquisition: We decode insurer priorities and tailor your pitch to address real C-suite decision-making criteria.
  
• Existing Client Strategy: We serve as an independent, expert voice to reinforce recommendations and build trust.
  
• Strategic Initiatives: We provide ground-level expertise for launching new funds, entering new segments, or navigating regulatory change.