Insurance Entities
An insurance company's investment strategy is an important profitability driver and provides a stable platform on which a successful insurance enterprise is built. What defines a successfult investment strategy, however, is as different and unique as each company itself. P-Solve helps to construct, manage and govern sound investment strategies, each one tailored to fit the particular business environment and financial risk preferences of our clients.
Strategic Investment Partnering
- Creating and executing strategies to address specific investment requirements
- Acting as an "outsourced" Chief Investment Officer, serving as a thought partner with the executive team in crafting the firm's investment strategy
- Designing and managing hybrid securities designed to provide shaped investment outcomes
- Providing Board-level investment advice and education
- Rigorously analyzing investment products and managers to find the best possible match for the task at hand
Dynamic Risk Management (DRM)
- Design and implementation of risk management frameworks
- Risk management and investment policy integration
- Review and revise investment policies, benchmarks and success metrics linked in to the overall business
Good Governance
- Multi-jurisdictional regulatory and investment compliance monitoring, testing and reporting
- Calculate, monitor and report on portfolio and mandate level performance
Your portfolio is our starting point
We take into consideration and can often build upon the asset allocation work that you have already done. Our insurance investment advisory practice has over 25 retainer clients with more than $15 billion under advisement in the U.S., U.K. and Bermuda jurisdictions. We welcome the opportunity to speak with you and share our thoughts and ideas.
Let's talk.
Please contact Stewart Foley, Head of the U.S. Insurance and Advisory Practice at (508) 656-0224 or stewart.foley@psolve.com for more information.