Insurance

Managing portfolios subject to insurance investment constraints is a longstanding expertise at Ostrum AM, which we deploy across the equities, bond and alternative asset spectrum, as well as within cross-asset portfolios.

We provide our clients access to a centralised platform with support from dedicated specialists within the management teams.

 

BESPOKE SOLUTION

  • Coverage of a broad investment universe, with both liquid and illiquid assets
  • Demonstrated experience managing very long-term investment horizons, which require diligent portfolio monitoring
  • ESG Integration as part of portfolio construction to address responsible investment goals
     

SUPERLATIVE SERVICE

  • Continuous dialogue with insurers for an allocation of assets that takes into consideration the constraints of liabilities
  • Insurance portfolio performance metrics based on defining target portfolios
  • Creation of custom reports covering relevant issues in insurance, accounting, Solvency II: inventory of exposures, SCR levels for all asset classes and more


A DEDICATED TEAM OF SPECIALISTS

  • Asset managers specialising in insurance portfolios within the bond teams.
  • Financial engineers with expertise in insurance portfolios, trained in addressing issues of cost and capital under Solvability II regulations.
  • Support from our Credit Research department on insurance portfolio management.

 

More than

183

 

€ billion
in insurance investments

More than

25

clients

among insurers in Europe

More than

30

years
of track record