Menu

The prevailing low interest rate environment has pushed insurers to reach out from their safe haven of fixed income investing into the new areas of equities, property, infrastructure and other alternative assets. As a result, identifying appropriate assets to match insurers liability profiles and developing operational and risk systems to deal with a wider array of investment vehicles has moved to the forefront.

The fourth annual Insurance Asset Management, Europe, where those charged with investment activity within UK and European based insurers come together to examine the challenges of asset allocation and evolving investment operations in this era of greater investment choice and developments in operations.

Download
Report Free

Share with others:

SECTION 1

COPING WITH LOW YIELDS WHILST PREPARING FOR RISING RATES

1.1 INTERVIEW:
When and how rates will rise, and a historical comparison we can rely on

Interviewer:

  • Confirmed: Margie Lindsay, Editor, Alpha Journal

Interviewee:

  • Confirmed: Kurt Karl, Chief Economist, Managing Director, Swiss Re

1.2 INTERVIEW:
Dealing with investment challenges in a changing market and regulatory environment

Interviewer:

  • Confirmed: Noel Hillmann, Managing Director, Clear Path Analysis

Interviewee:

  • Confirmed: Robert G. Absey, Senior Managing Director, Global Head of Insurance Business Development

1.3 WHITEPAPER:
Key global themes for insurers in 2016

  • Confirmed: Tim Antonelli, CFA Regulatory and Capital Strategist, Financial Reserves Group, Wellington Management

1.4 ROUNDTABLE:
How can Small to Medium sized insurers cope with the prolonged investment challenges or is the trend towards consolidation inevitable

Moderator:

  • Confirmed: Hubert Danso, Chief Executive Officer and Vice Chairman, Africa investor

Panellists:

  • Confirmed: Alex Veys, Chief Investment Officer, Partnership Life Assurance
  • Confirmed: Ian Coulman, Chief Investment Officer, Pool Reinsurance
  • Confirmed: Nathalie Berger, Head of Unit - Pensions and insurance, European Commission
  • Confirmed: Dr. Bruce Porteous, Investment Solutions Director, Standard Life Investments

SECTION 2

EVOLVED INVESTING FOR A SOLVENCY II COMPATIBLE BALANCE SHEET

2.1 INTERVIEW:
Asset selection: matching your liabilities in an era of capital optimisation

Interviewer:

  • Confirmed: Zoi Fletcher, Publisher, Clear Path Analysis

Interviewee:

  • Confirmed: Dr. Bruce Porteous, Investment Solutions Director, Standard Life Investment

2.2 WHITEPAPER:
The case for higher-quality short-duration high yield

  • Confirmed: Michael L. Hong, Fixed Income Portfolio Manager, Wellington Management

2.3 EXPERT DEBATE:
Identifying assets that balance the need for liability matching, capital optimisation and yield balance

Moderator:

  • Confirmed: Zoi Fletcher, Publisher, Clear Path Analysis

Panellists:

  • Confirmed: Elaine Scerri, Group Compliance Officer, Atlas Insurance PCC Ltd
  • Confirmed: Atanas Christev, Head of Investment, Direct Line Group

2.4 WHITE PAPER:
Volatility controlled investments: Dynamic asset allocation optimised for insurance companies

  • Confirmed: René Schmidli, Chief Investment Officer, Generali
  • Confirmed: Dr. René Mooser, Quantitative Analyst Asset Management, General

2.4 WHITE PAPER:
Convertible bonds – a Solvency II silver bullet

  • Confirmed: Paul Forshaw, Head of Insurance Asset Management, Schroders Insurance Asset Management
  • Confirmed: David Thompson, Insurance Asset Management, Europe, Schroders Insurance Asset Management
  • Confirmed: Charles Matterson, Insurance Asset Management, UK, Schroders Insurance Asset Management

2.5 ROUNDTABLE:
Creating a tactical asset allocation plan to respond to emerging market volatility, bank deleveraging and other short term ‘window’ opportunities

Moderator:

  • Confirmed: Noel Hillmann, Managing Director, Clear Path Analysis

Panellists:

  • Confirmed: Anisha Gangwani, Head of Illiquid Investments, Direct Line Insurance PLC
  • Confirmed: John Sheridan, Chief Financial Officer, Greenval Insurance
  • Confirmed: Jakob Carlsson, Chief Financial Officer, Lansforsakringar Liv

SECTION 3

ACCOUNTING, REPORTING AND THE CHANGING REQUIREMENTS OF INVESTMENT OPERATIONS

3.1 WHITEPAPER:
Working with investment managers to meet the increased reporting requirements and the heightened demand for information from board members and executives

  • Confirmed: Andrew Epsom, Senior Insurance Consultant, Mercer
  • Confirmed: Ravi Rastogi, Head of European Insurance, Mercer

3.2 INTERVIEW:
Meeting the challenge of developing a robust ‘look through’ practice for external asset managers and understanding the true collateral sitting behind the fund

Interviewer:

  • Confirmed: Noel Hillmann, Managing Director, Clear Path Analysis

Interviewees:

  • Confirmed: Maxime Gibault, Head of Client Segment Insurance Companies, BNP Paribas Securities Services
  • Confirmed: Valérie Nicaise, Head of Risk and Performance Solutions, BNP Paribas Securities Services

3.3 WHITE PAPER:
A dive into securities lending for insurance companies under Solvency II

  • Confirmed: Maxime Gibault, Head of Client Segment Insurance Companies, BNP Paribas Securities Services

Tony Wong

Head of Global Research, Invesco Fixed Income/Invesco Asset Management Limited

William J. Adams

CFA Chief Investment Officer – Global Fixed income, MFS

Paul Brain

Investment Leader, Fixed Income, Newton Asset Management

Matthew Byer

Executive Director and Chief Operating Officer, Spectrum Asset Managers, Principal Global Investors

Phillip Apel

Head of Fixed Income, Henderson Global Investors Limited

Christian Jochum

Managing Director, Head of Regional Investment Management – Europe, Zurich Insurance Customer

Schroders is the largest listed, independent asset manager in Europe, managing £313.5 billion* of assets. We have one of the largest global networks of any dedicated asset manager with 37 offices in 27 countries and more than 3,800 employees. We manage in excess of £47 billion* in insurance assets worldwide of which more than £30 billion* is for insurers regulated by Solvency II. Many of our mandates are bespoke outsource solutions where we provide innovation and technical expertise to solve the investment, risk, capital, ALM and regulatory challenges faced by clients seeking to improve the quality of their investment proposition within a fee budget.
*As at 31 December 2015



BNP Paribas, a wholly-owned subsidiary of the BNP Paribas Group, is a leading global custodian and securities services provider backed by the strength of a universal bank. It provides integrated solutions for all participants in the investment cycle, from the buy-side and sell-side to corporates and issuers. Covering over 100 markets, with our own offices in 34 countries, the BNP Paribas network is one of the most extensive in the industry. We bring together local insight and a global network to enable clients to maximise their market and investment opportunities worldwide.Key figures as of 31 December 2015: USD 8,770 billion assets under custody, USD 2,074 billion assets under administration, 10,381 administered funds and 9,500 employees.

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 active managers, we place significant emphasis on rigorous research and a strong collaborative ethos. We constantly think ahead and strive to anticipate change before it happens, ensuring that our clients can look to the future with confidence. Standard Life Investments manages £250.0 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. *assets under management as at 30/06/2015
AB manages $467bn (as of December 31, 2015) in assets across the globe for a diverse group of clients, including institutions and insurance companies. AB’s approach draws on its long history of managing portfolios for insurers, and the realisation that these investors have unique needs requiring individualised solutions and service requirements. Insurance clients gain access to the firm’s collective insights across asset classes, which are then filtered through an insurance-sensitive lens that considers their particular regulatory capital consumption and accounting requirements, as well as their specific needs and guidelines. The end result is a portfolio specially optimised to meet their investment objectives.

Wellington Management is an investment adviser to more than 2,100 institutions in over 50 countries. Our mission as a firm is simple: to exceed the investmentobjectives and service expectations of our clients around the world. With £629 billion in client assets under management*, we offer a broad range of equity, fixed income, alternative and multi-asset investment approaches. *as at 31 December 2015

All our sponsorship packages are ‘tailor made’ to ensure complete success for our clients, so you can feel assured that your specific aims are being addressed. If you’re interested in any of the above benefits then please contact us below about sponsorship:

Call +44 (0) 207 1931 487 or send a message

By listening to those in the industry, we create a shortlist of individuals who most influence and inspire those around them and invite them to contribute to our reports and events by:

  • Contributing a thought piece on an issue raised in the market research
  • Participating in or moderating a roundtable with other industry leaders
  • Participating as an interviewer or interviewee
  • Producing a case study white paper written with a client or supplier
  • Taking part in a head to head debate with another respected industry professional.

Clear Path Analysis is always open to suggestions of suitable contributors for future topics.

Call +44 (0) 207 1931 487 or send a message

Savvy Investor is the world’s fastest growing professional network for institutional investors, curating the best pensions and investment white papers from around the web and tailoring research to the interests of individual members. Launched in March 2015, the site already has over 15,000 members, including pension funds, asset owners, investment managers and investment consultants.
allaboutrisk.com (AAR) brings together the suppliers and buyers in risk management, compliance and trading and is aimed squarely at the Financial Services and the Energy/Commodities trading markets.
The key features of the site include; comprehensive vendor directories, risk events, risk jobs, daily news and a weekly newsletter. We also produce an AAR Risk Software and Services Report which is now in its 8th successful year.
Rein4ce has developed a niche expertise in social media, helping companies get to grips with this new way of communicating, though strategy development, training and content delivery.
Our expert understanding of the industry helps us create effective communications strategies that deliver the type of information the media needs, enabling your business to build its reputation in the market.
Patpatia & Associates is a management consultancy that designs and executes business strategies for financial services firms.