As a result of persistently low returns in traditional fixed income sectors, insurers attitude towards asset allocation and investment management has become more adventurous in order to source necessary yields. However, with no single path taken by the industry as a whole to achieve investment returns, the need to understand how different operators fare becomes more crucial.

The annual Insurance Asset Management – Industry Insights survey is the first independent survey of its kind. 100 heads of investment, asset allocation and investment operations provide their views on 30 issues ranging from the key considerations insurers are going through to increase yield, to picking suitable asset classes, managing investment risk, working with external fund managers and engaging with third party fund administration and technology providers.

Representatives of insurers may request a FREE copy of the Insurance Asset Management – Industry Insights survey. Get in touch with us using your corporate email address to request your free copy.

Share with others:

Survey background, research and methodology

Section 1: Foreword - Why the European insurance asset management sector needs independent clarity

Section 2: Survey results with commentary

Over the course of 25 carefully chosen questions, we asked those leading investment activities at insurers ranging from less than £200m to more than £20bn in Assets under Management (“AuM”), questions regarding their attitude and plans for asset allocation.

Some of the featured questions include:

  • What is the (approximate) split of assets under management in the following areas
  • What are the three major macro risks you are concerned by?
  • What three main major investment challenges are you facing now that will remain a factor for the next 12 months?
  • In order to increase yield opportunities, would you consider diversifying into strategies that carry a higher risk vs. return ratio in the next 12 months?
  • In terms of diversifying your portfolio, which of these Alternative investment opportunities would you be most likely to consider (or would like to hear more about) over the next 12 months?
  • For these types of Alternative investments, what constraints do you have?
  • Which asset classes are you seeking outsourced expertise to help guide you in your investment allocations into?
  • Which specific fixed income areas do you expect to decrease your allocations to in the next 12 months?
  • Which specific alternative investment areas do you expect to decrease your allocations to in the next 12 months?
  • Do you consider currency risk a growing, decreasing or same threat to your investment portfolio now as you did 12 months ago?
  • What are the three most likely reasons you would change investment managers in 2016?
  • How satisfied are you with your incumbent custodian / fund administration provider?

2.2 White paper - Senior secured corporate loans - a rapidly growing market

  • Vanessa Ritter, CFA Head of Global Loans,BNP Paribas Investment Partners
  • Javier Peres Diaz, Head of European Loans, BNP Paribas Investment Partners

2.3 White paper - What is driving European insurers to look at Asian bond investments?

  • Adeline Ng, Head of Asian Fixed income, BNP Paribas Investment Partners bond investments?

2.4 White paper - Currency exposure – is it really a risk for insurance companies?

  • Momtchil Pojarliev, CFA, PhD Senior Portfolio Manager – Currency, BNP Paribas Investment Partners

2.5 Interview - Solvency II and the current market environment: time for new investment frontiers?

  • Mustapha Bouheraoua, Head of Institutional Business – France, Invesco
BNP Paribas Investment Partners is the BNP Paribas Group’s asset management specialist and an entity of International Financial Services of BNP Paribas. BNP Paribas Investment Partners offers the full range of asset management services to both institutional and private investors around the world.

The company adopts a client-focused approach and is structured around three business lines: Institutional, Distributors and Asia-Pacific & Emerging Markets. BNP Paribas Investment Partners counts more than 3 000 employees1 in 35 countries1, with a total of more than 600 investment professionals1; each specialised in a particular asset class or product type, and has assets under management totalling EUR 530 billion1.
1 Source: BNP Paribas Investment Partners, as of 31 December 2015, assets under management and advisory

Survey Partner

Great ideas transcend borders at Invesco. With dedicated investment professionals worldwide and on-the-ground presence in 20 countries, serving clients in more than 150 countries, we have the global capability to deliver our best ideas to investors around the world. Our investment solutions range from equity and fixed incomes to multi asset and alternatives, including real estate and private equity.

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.