Equity insurance management

Equity insurance management picks quality stocks, harbouring long-term opportunities, fully integrating environmental, social and governance criteria. Quality companies are characterised by their robust long-term business model (strong pricing power, clear growth levers, recognised management quality and recurrent cashflow) and a solid balance sheet, and also have the ability to weather economic cycles with reduced volatility.

  1. Define the investable universe. The first quantitative filter aiming to identify quality stocks, under a proprietary analysis which assesses the quality of the business model, the management and the balance sheet. The selection process is reinforced by an ESG filter, using a proprietary tool, and also by our sector and exclusion policies 
  2. Select stock within the investable universe  is based on fundamental financial and non-financial analysis used to establish a target valuation level and a target price, based on proprietary models.
  3. Construct portfolio. Taking into account the insurance management framework and constantly seeking to optimise management objectives. Investment timing, position calibration and the realisation of capital gains programmes take our anticipated equity trend scenario into account and, depending on our clients’ objectives, also non-financial ratings and the carbon intensity/footprint trajectory, for example.
  4. Pilot and control portfolio. PASS, our key dedicated proprietary insurance management tool enables investments to be simulated and selected, managed and monitored. Multi-dimensional piloting combines accounting and regulatory aspects, financial production, capital gains or losses, provisions for asset depreciation and non-financial objectives.
  • people

    AN ORGANISATION 100% DEDICATED TO INSURANCE

    A dedicated hub of 25 experts in insurance solutions, multi-asset, fixed-income and equities insurance management sharing the same tool: PASS Supported by over 40 market research and strategy experts Source Ostrum AM, June 2022

  • process

    PASS: OUR CUTTING-EDGE INSURANCE PLATFORM

    Manage, simulate, project and monitor portfolios in real time from all investment angles: financial, non-financial, regulatory, accounting, asset/liabilities allocation

  • publication

    DIGITAL REPORTING TOOL

    A dynamic, fully customisable dashboard providing a consolidated, multi-approach detailed view of mandates’ investments and risks

  • Frédéric Leguay

    Frédéric Leguay

    Co-head of equity insurance management

Reading time : 15 min.
INSIGHTS EXPERTISES
The insurance industry is highly affected by climate change. ESG has become a more global challenge for shareholders, customers, employees, suppliers and communities. Consequently, insurers must consider environmental, social and governance risks and opportunities within their strategies, as insurers and investors. Although they are primarily affected by environmental issues – physical and transition risks – they are also impacted by societal transformation and governance issues. Insurers need to adapt and innovate to remain competitive. This is a key concern, currently and for coming years.
04/05/2022
NEWS CSR / ESG
Gaëlle Malléjac, Head of Portfolio Management for Insurance and ALM Solutions and Joséphine Chevallier, ESG Integration Responsible, ESG Strategy discuss the issue and offer us their insight.
02/24/2022
Reading time : 15 min.
INSIGHTS EXPERTISES
How insurers can gain an edge by combining tailored servicing and active investment.
02/11/2022

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