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 fifth 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:

Tackling the top risks faced by insurers seeking to reform their investment approaches in today’s environment

SECTION 1

HOW ARE INSURERS INVESTING: ASSET ALLOCATION AND PORTFOLIO MANAGEMENT

1.1 ROUNDTABLE: How are insurers investing and what are the most effective investment objectives out there?

Moderator:

• Noel Hillmann, Managing Director, Clear Path Analysis

Panellists:

• Felix Schlumpf, Director, Head of Strategic Asset Allocation, Zurich Insurance Group

• Erik Ranberg, Chief Investment Officer, Gjensidige

• Ed Collinge, Head of UK Insurance, Invesco Asset Management Limited

1.2 INTERVIEW: Accessing alternatives in the new risk priced environment

• Mathilde Sauve, Global Head of Institutional Solutions, AXA Investment Managers

• Chris Price, Head of Insurance Solutions UK, AXA Investment Managers

1.3 ROUNDTABLE: Tackling lower fixed income returns in a high-risk world and allocating to alternative areas to prompt higher investment returns

Moderator:

• Noel Hillmann, Managing Director, Clear Path Analysis

Panellists:

• Celia Kapsomera, VP, Risk and Investment Management, AXA Liabilities Managers

• David Rule, Executive Director, Insurance Supervision, Bank of England

1.4 WHITE PAPER: Private Credit: new horizons for diversification

Arnaud Mounier, Managing Director, Insurance Business Development, AB (AllianceBernstein).

SECTION 2

MANAGING INCREASING REGULATORY COMPLEXITY

2.1 INTERVIEW: A ten-year projection: Key regulatory updates and their likely impacts on the industry

Interviewer:

• Noel Hillmann, Managing Director, Clear Path Analysis

Interviewee:

• Eberhard Müller, Former Chief Risk Officer and Managing Director, Hannover Re

SECTION 3

CURRENT AND UPCOMING INVESTMENT CHALLENGES

3.1 INTERVIEW: The most significant short term risks - Operating in a low interest rate environment

Interviewer:

• Noel Hillmann, Managing Director, Clear Path Analysis

Interviewee:

• Jakob Carlsson, Chief Financial Officer, Lansforsakringar

3.2 WHITE PAPER: Factors and risk premia: coming to terms with the differences and the investment implications

• Tom Simon, Director, Equity Risk Management, Investment Strategy and Risk, Wellington Management

• Luke Stellini, Director, Strategic Solutions, Investment Strategy and Risk, Wellington Management

• Brian Henze, Investment Director, Global Multi-Asset Strategies, Wellington Management

• Nathan Ritsko, Portfolio Specialist, Global Multi-Asset Strategies, Wellington Management

Arnaud Mounier

Managing Director, Insurance Business Development, AB (AllianceBernstein)

Brian Henze

Investment Director, Global Multi-Asset Strategies, Wellington Management

Celia Kapsomera

VP, Risk and Investment Management, AXA Liabilities Managers

Chris Price

Head of Insurance Solutions UK, AXA Investment Managers

David Rule

Executive Director, Insurance Supervision, Bank of England

Eberhard Müller

Former Chief Risk Officer and Managing Director, Hannover Re

Ed Collinge

Head of UK Insurance, Invesco Asset Management Limited

Erik Ranberg

Chief Investment Officer, Gjensidige

Felix Schlumpf

Director, Head of Strategic Asset Allocation, Zurich Insurance Group

Jakob Carlsson

Chief Financial Officer, Lansforsakringar

Luke Stellini

Director, Strategic Solutions, Investment Strategy and Risk, Wellington Management

Mathilde Sauve

Global Head of Institutional Solutions, AXA Investment Managers

Nathan Ritsko

Portfolio Specialist, Global Multi-Asset Strategies, Wellington Management

Noel Hillman

Managing Director, Clear Path Analysis

Tom Simon

Director, Equity Risk Management, Investment Strategy and Risk, Wellington Management

Invesco offers diversified strategies and solutions spanning equities, fixed income, multi asset, real estate, private equity and other alternatives, supporting pension schemes, insurance companies and other institutions. While clients choose Invesco for many reasons, our high conviction style, passion to exceed and commitment to providing a superior investment experience underpins everything we do.


Wellington Management is an investment adviser to more than 2,150 institutions in over 55 countries. Our mission as a firm is simple: to exceed the investment objectives and service expectations of our clients worldwide. With £792 billion in client assets under management*, we offer a broad range of equity, fixed income, alternative, and multi-asset investment approaches.
www.wellington.com(*Figures as at 31 December 2016)
AB manages $489 billion in assets globally (as of January 31, 2017) for a diverse group of clients, including insurance companies, whose assets represent roughly one-third of total AUM. After more than 30 years of managing assets on their behalf, we know what matters to insurance companies. Through our high-touch engagement model and dedicated team of insurance experts averaging 27 of investing experience, we work with each insurer to develop the best solution given their unique investment requirements. This consultative approach leverages our extensive insurance-specific expertise and AB’s global market knowledge in an effort to deliver investment clarity, individualized attention and better long-term outcomes for our insurance clients.


AXA Investment Managers is an active, long-term, global, multi-asset investor. As part of the world’s global leader in financial protection and wealth management, AXA Group, we have built significant resources dedicated to serving insurance companies and other investors worldwide. By combining investment insight and innovation with robust risk monitoring, we have become one of the largest asset managers in Europe with ambitions to become the chosen investment partner of investors around the world. With approximately €717bn in assets under management as of end December 2016, AXA IM employs over 2,350 people around the world and operates out of 29 offices in 21 countries.
Visit our website: www.axa-im.com


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

Portfolio Institutional is a publisher established for 20 years at the heart of the UK and German financial services industry. Based in London and Frankfurt, we deliver innovative content, in-depth analysis and expert opinion, to institutional and semi-institutional investors in the UK and Europe.