Natixis Global Asset Management (£551.6 billion AUM1) is a multi-affiliate organisation that offers a single point of access to more than 20 specialised investment firms in the U.S., Europe and Asia. The firm is ranked among the world's largest asset managers by Cerulli.2 With more than three decades of experience in managing insurance assets (£120 billion AUM)3, its dedicated teams have extensive knowledge of bespoke solutions to best support clients' specific investment and liability objectives. The teams understand the regulatory nature of the insurance industry and foster collaborative relationships with each client by offering proactive advice on portfolio optimisation and risk reporting within the Solvency II framework.
H2O Asset Management is an affiliate of Natixis Global Asset Management. Co-founded by Bruno Crastes and Vincent Chailley, H2O is an entrepreneurial asset management firm focusing on UCITS-compliant global fixed-income and equity strategies for institutional, corporate and individual investors. The firm's philosophy stresses optimal value diversification, with clear risk and liquidity objectives.
1 Net asset value as of September 30, 2014. Assets under management (AUM) may include assets for which non-regulatory AUM services are provided. Non-regulatory AUM includes assets which do not fall within the SEC's definition of 'regulatory AUM' in Form ADV, Part 1.
2 Cerulli Quantitative Update: Global Markets 2014 ranked Natixis Global Asset Management, S.A. as the 16th largest asset manager in the world based on assets under management as of December 31, 2013.
3 AUM for insurance clients as of 31 December 2014
UBS Delta is an award winning client portfolio management system, used for analysing risk, attributing performance and constructing portfolios, across fixed income, equities, fx, commodities and alternatives. Clients include many major insurance companies, pension funds, asset managers, banks, hedge funds.
Web-based tools show portfolio risk against benchmarks or liabilities, full revaluation scenario analyses and performance attribution. Additionally, UBS Delta reporting tools provide portfolio exposure, risk, Solvency II capital and QRT, performance and liquidity reporting as customised reports, for your use or to provide to your clients.
All of this can be aggregated by system or user-defined characteristics, giving great flexibility to meet your needs.
Conning is a leading investment management company for the global insurance industry with more than $94 billion in assets under management, as of December 31, 2014*. The company's unique combination of asset management, risk and capital management solutions and insurance research helps clients achieve their financial goals through customized business and investment strategies. Their quantitative approach is supported by its market-leading software, including the award winning GEMS® Economic Scenario Generator. Founded in 1912, Conning serves its global client base from operations in New York, London, Cologne, Hong Kong and its headquarters in Hartford, Connecticut.
* Conning, Inc., Conning Asset Management Limited, Cathay Conning Asset Management Limited, Goodwin Capital Advisers, Inc., and Conning Investment Products, Inc
For more than 30 years, Coventry has been redefining insurance. By uniquely bridging capital and insurance markets, we created the secondary market for life insurance and pioneered the resulting life settlement industry, opening a wealth of opportunities for consumers, financial professionals, and institutional investors alike. Our efforts have delivered $3.5 billion to policyowners and launched a global longevity market.
As the market leader, we continue to drive the industry forward by setting new standards of excellence in everything we do. Our deep experience in life insurance, specialized finance, and capital markets combined with a fierce commitment to consumer rights makes us the clear market leader – a position we use to continually raise industry standards, promote strict regulation, and expand consumer choice.
Today, Coventry is a global financial services company. We are committed to establishing a healthy and vibrant secondary market for life insurance. Our global distribution platform and deep structuring expertise offer a range of custom solutions to counterparties worldwide, providing institutional investors with unrivaled access to the US longevity market.
GR-NEAM is a global investment adviser that specialises in offering capital and investment management services primarily to the insurance industry. Our services consist of Asset Management, Enterprise Risk Management, Investment Technology Solutions and Investment Accounting and Reporting Services for global mandates. GR-NEAM has offices in London, Dublin, Farmington, CT and San Diego, CA.
Royal London Asset Management (RLAM) is part of the Royal London Group, the UK's largest mutual insurer. We manage assets of over £80 billion (as at 31 December 2014), across fixed interest, equities, cash and property. Around 55% of these are insurance assets. Our mutual ownership means that we invest for the long term, on behalf of both our clients and ourselves. Our investment teams are long-established and highly experienced, and have managed assets through all phases of the economic cycle. Our philosophy has enabled us to consistently add value over the longer term.
Royal London has managed insurance assets within the UK for over 150 years. We believe that our understanding of insurance companies makes us well placed to help other insurers manage their own assets. We recognise the opportunities Solvency II brings and our client advisors regularly engage with our clients to discuss solutions in the new regime.
SIX Financial Information is a leading global provider of data services and solutions for financial and insurance firms, corporations and the media. Aggregated in real-time from over 1,500 worldwide sources, SIX's financial information is comprised of corporate actions, pricing, reference and market data for 16 million instruments and is unique in terms of information depth, breadth and structure. With offices in 23 countries, SIX combines the advantages of local expertise with global reach to offer comprehensive data services for investment advisory, portfolio management, financial analysis and securities administration professionals.
Financial Information is one of four business areas of SIX which offers global premium services in securities trading, clearing and settlement, payment transactions, and financial information.
Fundsquare was constituted in June 2013 and was set up by the Luxembourg Stock Exchange in order to create a unique international market infrastructure that provides services to substantially support and standardise cross-border distribution of investment funds.
The main objective of this utility is to facilitate the relationships between professional investors and funds and to allow them to meet current and future challenges of cross-border distribution. It provides a flexible and responsive infrastructure to enable operational effectiveness across the entire distribution chain. Fundsquare offers unique solutions for order routing management, information and regulatory compliance.
Principal Global Investors is a diversified asset management organisation and a member of the Principal Financial Group®. Principal Global Investors has US$342.9 billion assets under management and, with its affiliates, employs more than 1,360 staff globally1. Principal Global Investors offers a range of specialised, investment capabilities within its multi-boutique structure and a long history of managing insurance assets.
Silverfinch, part of the MoneyMate Group, was born out of an initiative with Europe's fund management industry groups to help companies cope with an expected inundation of requests for information from insurers to meet their regulatory reporting requirements under the new Solvency II regulations; a key requirement of the rules due to come into effect in 2016 is for insurers to identify underlying holdings in any funds they own. In fact, Silverfinch is much more than that - it allows fund managers to seamlessly and cost-effectively service their insurance clients' needs, while also providing information to fund managers about their clients and the ways they invest in their funds. But most importantly, Silverfinch makes sure that only clients nominated by the fund managers can access sensitive information on holdings. Unlike data vendors, our fund manager partners retain full control over their information
Standard Life Investments
Standard Life Investments is a leading asset manager with an expanding global reach. Our wide range of investment solutions is backed by our distinctive Focus on Change investment philosophy, disciplined risk management and shared commitment to a culture of investment excellence.
As at 31 December 2014, it manages £245.9 billion on behalf of clients worldwide. Our investment capabilities span equities, bonds, real estate, private equity, multi-asset solutions, fund-of-funds and absolute return strategies. The company has a strong heritage in managing insurance assets for both our parent company and third parties, with £146 billion of insurance assets under management.
InsuranceERM provides you with the latest news, analysis and opinion on the current state of enterprise risk management in the insurance industry. We also regularly profiles industry leaders and experts.
Take a one month free trial now and get the latest insights on models, cat risk, longevity/ mortality, capital management, reinsurance, Solvency II and other regulations updates.
Insurance Asset Risk is the go-to please for all the latest news, analysis and opinions from industry experts on investment strategies and the asset side of insurers and reinsurers balance sheets.
Sign up for a free trial and get access to the latest coverage of asset allocation, outsourcing, risk management, SAA/ ALM, regulation updates and much more.
Excel in the New-Look Securitization Business
Every week, Asset-Backed Alert gives you the earliest word on money-making plays emerging from the transformed ABS and MBS markets. The newsletter makes sense of the changes impacting the securitization of consumer loans, home mortgages and corporate receivables. See for yourself by signing up for a three-issue FREE trial subscription to Asset-Backed Alert. Start your free trial at ABAlert.com, or call 201-659-1700.
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Every week, Hedge Fund Alert delivers the early intelligence you need to anticipate money-making openings in the fund-management arena. The newsletter tells you what tight-lipped fund managers don't want you to know. It also uncovers the secret moves of investors and other industry players. See for yourself -- sign up for a 3-week FREE trial subscription to Hedge Fund Alert. Start your free trial at HFAlert.com, or call 201-659-1700.
Founded in 2005, ORIC International is the leading operational risk consortium for the (re)insurance and asset management sector globally. ORIC currently has 40 members with accelerating international growth. ORIC is a not for profit industry body dedicated to helping its members enhance the capabilities of their operational risk functions. ORIC facilitates the anonymised and confidential exchange of operational risk intelligence between member firms; providing a diverse, high quality pool of quantitative and qualitative information on relevant operational risk exposures.
As well as providing operational risk event data, ORIC also provides industry benchmarks, undertakes leading edge research, sets trusted standards for operational risk and provides a forum for members to exchange ideas and best practice. Our comprehensive offering is designed to empower risk professionals to help their business and their Board in the identification, assessment, management/measurement, monitoring and reporting of operational risk.