Insurance Asset Management
Dedicated Expertise in Insurance Asset Management
Our Financial Reserves Management Group offers clients the services of one of the most seasoned teams in the industry, with members hand-selected based on their insurance asset management experience and knowledge.
We continue to build our resources to meet the ever-changing needs of our clients in today's complex financial markets and accounting and regulatory environments. Watch the video for an update on the insurance asset management team, including the globalization of our efforts and insights from the new director of our US practice.
We serve over 100 insurance asset management clients, including property & casualty, life, health, workers' compensation, general liability, reinsurance, and specialty insurance companies. And we offer a full suite of investment capabilities for reserves and surplus management.
Serving the Evolving Needs of the Insurance Industry
Eric Tanaka, director of Financial Reserves Management (FRM), and Rich Coffman, business development manager for FRM, discuss the investment environment in which insurers are operating, and highlight some of Wellington Management's insurance asset management solutions.
Our Insurance Asset Management Skill Set
Actuarial Analysis |
Asset Allocation |
Cash Flow Analysis |
Insurance Regulation |
Asset/Liability Management |
Tax Management |
Dynamic Financial Analysis |
Investment Accounting |