Mercer is the world’s largest independent insurance investment advisor¹. We help insurance clients design and implement capital-aware strategies to optimise their asset portfolio, manage their core strategies across public and private assets, as well as passive and active approaches and integrate responsible investing. Whether insurers wish to execute their own decisions through their in-house team on a leading-edge infrastructure, are seeking out highly rated managers or a combination of both, Mercer can help.

¹ The Insurance-Focused Investment Consultant Compendium, October 2020. $423 billion under advisement across 118 clients globally.

• Expertise: Mercer provides advisory and discretionary solutions across both public and private markets plus Implemented program management that allows insurers to execute their strategy on Mercer’s infrastructure. Mercer’s focus and expertise: strategic asset allocation, asset liability management, capital and tax-efficient investment strategies and regulatory requirements across multiple lines of business and geographies; market-leading modelling and stress-testing capabilities based on Mercer’s proprietary optimization tools.
• Contact 1: William Gibbons, Senior Consultant, Insurance Solutions
• Contact 2: Gerard-Jan Berckel, Insurance Solutions Relations
• Website: www.mercer.com/what-we-do/investment-solutions.html
• Thought Leadership Content
• Discover our Insurance Investment Solutions capabilities
• Accelerating out of the crisis
• Mitigating the inflation threat to insurers

Since 1926, Loomis, Sayles & Company has helped fulfill the investment needs of institutional and mutual fund clients worldwide. The firm’s performance-driven investors integrate deep proprietary research and risk analysis to make informed, judicious decisions. Using foresight and flexibility, Loomis Sayles looks far and wide for value – across traditional asset classes and alternative investments – to pursue attractive, risk-adjusted returns for clients.

• Expertise: Loomis Sayles matches our long history of alpha generating capabilities with the complex needs of our insurance clients. We offer a suite of differentiated fixed income strategies, each with clear and consistent investment philosophies. We layer in our experience in providing custom solutions to generate specific portfolios, designed to fit client objectives.
• Contact 1: Colin Dowdall, Director of Insurance Solutions
• Contact 2: Lauren McDermott, Insurance Solutions
• Website: www.loomissayles.com
• Thought Leadership Content
• Insurance ESG Considerations: A Practitioner's Viewpoint On Portfolio Customization
• Three Considerations for Insurers Weighing an EM Corporate Debt Allocation

Pictet Asset Management is an independent asset manager, overseeing more than GBP 203 billion (as at end of September 2021) of investments across a range of equity, fixed income, alternative and multi asset products. Our clients are some of the world’s largest pension funds, financial institutions, sovereign wealth funds, intermediaries and their clients. Pictet Asset Management is part of the Pictet Group, a partnership that has endured for more than 200 years. Throughout the Group, business is driven by a sense of responsibility to both present and future generations, to the real economy and the wider world.

• Expertise: Our range of investment capabilities is pioneering and differentiated. We don’t do everything, rather we focus on the areas where we can add value for our clients. Our key investment capabilities include: Emerging Markets Debt, Global Fixed Income including Absolute Return Fixed Income and Strategic Credit, Multi Asset, Global Thematic Equities and Alternative Investments.
• Contact 1: Tim Bird, Senior Business Development Manager
• Contact 2: Kate Rickards, Senior Business Development Manager
• Website: assetmanagement.pictet
• Thought Leadership Content
• Strategic Credit, a nimble approach for an uncertain world
• The investment landscape in 2022
• The trouble with bonds

As an active manager we build solutions around what matters most to our clients whether it be investing for growth or income, to meet future liabilities, protect capital or invest responsibly. Together, through a strong sense of partnership and collaboration, we support a culture of continued innovation to build long-term relationships as needs evolve over time. Globally we manage over £324.5 billion (as at 31 December 2021) on behalf of individual and institutional investors including insurers, pension funds, endowments and foundations, sovereign wealth funds, banks and family offices.

• Expertise: We offer access to a broad range of capabilities that span both public and private assets including fixed income, equities, multi-asset, real estate, infrastructure and private equity.
• Contact 1: Christian Thompson. Director, Insurance Solutions
• Website: www.mandg.com/institutional
• Thought Leadership Content
• Sitting on cash?
• Four insurance portfolio themes for 2022
• Diversified private debt for insurers

SS&C offers a suite of industry-leading technology and services, backed by 35 years of industry experience, to service insurance and institutional investment firms. This ground-up approach results in a single solution provider that spans the front, middle and back offices with support for every asset class and every function across the investment lifecycle. Our solutions can be deployed on a SaaS, fully-outsourced or co-sourced basis, and offer unparalleled levels of operational efficiency, data access and transparency, accounting flexibility and analytical insight.  

• Expertise: SS&C offers a flexible front-to-back office software and service solution for insurance investors, supporting every asset class and function across the investment lifecycle. Key capabilities: investment accounting; risk & performance analysis; complex and alternative asset processing; and regulatory statement preparation, review and filing assistance – delivered via SaaS, co-sourced or outsourcing models.
• Contact 1: Scott Kurland, Managing Director
• Contact 2: Dennis Moore, Senior Sales Executive
• Website: www.ssctech.com/solutions/products-a-to-z/ss-c-singularity
• Thought Leadership Content
• An Insurers Guide to ESG Investing
• The SS&C Solutions for the Insurance Industry video:
• The Nuances of Managing Risk in Alternative Assets

With €583.3bn¹ in AUM and more than 1200¹ specialists, Generali Investments is an ecosystem of asset management firms, delivering a portfolio of specialist capabilities across various countries.

Every firm in our ecosystem is supported by the Generali Group and able to innovate and grow with autonomy, developing sustainable and innovative solutions.

For investors, this means access to highly entrepreneurial firms, with the security of our support.

Our solutions are greater than the sum of their parts. They’re built from a variety of specialist capabilities from across our portfolio, to help investors unlock opportunities with the aim to generate long-term performance.

The asset management firms part of our platform are: Generali Investments Partners, Generali Insurance Asset Management, Generali Real Estate, Generali Global Infrastructure, Sycomore Asset Management, Aperture Investors, Lumyna Investments, Plenisfer Investments, Axis Retail Partners

¹Source: Generali Investments Holding S.p.A., data as at 31 December 2021

• Expertise: The Generali Investments ecosystem is structured around a number of strategic capabilities that aim to suit investors’ needs. Our key investment capabilities include: Fixed Income, Equities, Emerging Markets, Multi Asset, Multi Strategies, Liquid Alternative Investments, Private Assets (direct and FoF), Real Estate and Infrastructure investments.
• Contact 1: Tim Rainsford, CEO
• Contact 2: Paolo Casadonte, Head of Projects&Business Relationship Management
• Website: www.generali-investments.com

PIMCO is a global leader in active fixed income. With our launch in 1971 in Newport Beach, California, PIMCO introduced investors to a total return approach to fixed income investing. In the 50 years since, we have worked relentlessly to help millions of investors pursue their objectives – regardless of shifting market conditions. As active investors, our goal is not just to find opportunities, but to create them. To this end, we remain firmly committed to the pursuit of our mission: delivering superior investment returns, solutions and service to our clients.

• Contact 1: Justin Ayre, Executive Vice President
• Contact 2: Thomas Luciano, Executive Vice President
• Website: www.pimco.com/en-us/clients/financial-institutions-group
• Thought Leadership Content
• Rethinking Emerging Markets Allocations
• Unlocking Alternatives Opportunities in Commercial Real Estate
• Insurance Outlook: Finding Attractive Opportunities in Challenging Credit Markets

BNP Paribas Asset Management (‘BNPP AM’) is the investment arm of BNP Paribas, a leading banking group in Europe with international reach. BNPP AM aims to generate long-term sustainable investment returns for its clients, based on a unique sustainability-driven philosophy. BNPP AM’s investment capabilities are focused around five key strategies: High Conviction Strategies, Private Debt & Real Assets, Multi-Asset, Quantitative & Solutions (MAQS), Emerging markets and Liquidity Solutions, with investment processes incorporating quantitative and fundamental analysis.

Sustainability is embedded within BNPP AM’s strategy and investment decision-making. Among the leaders in thematic investment in Europe, BNPP AM contributes to the energy transition, environmental sustainability and the promotion of equality and inclusive growth. BNPP AM currently manages EUR 489 billion of assets* (EUR 625 billion of assets under management and advisory) and benefits from the expertise of around 500 investment professionals and over 400 client servicing specialists, serving individual, corporate and institutional clients in 69 countries.

Source: BNPP AM, * as at 30 June 2021

• Expertise: Our commitment is to build long-term partnerships with insurers to help them to meet their strategic objectives. We have the capability to advise insurers on optimal strategic asset allocations and risk management strategies taking into account their liability cash-flows, accounting and financial objectives and specific risk constraints. We also have the expertise to build (or take over) and manage investment portfolio actively in order to reach the insurers’ investment targets within defined risk limits such as their solvency capital requirement.
• Website: www.bnpparibas-am.co.uk
• Thought Leadership Content
• How can the insurance industry be more sustainable?
• The Next Phase - Mid-year Outlook.
• How to finance climate change resilience.

Royal London Asset Management (RLAM) is one of the UK’s leading investment companies, having built a strong reputation as an innovative manager, investing across all major asset classes. RLAM manages over £159.4bn billion of assets (as at 31/03/22), split between equities, fixed interest, multi asset investing, property and cash, with a market leading capability in sustainable investing. Products include funds and segregated accounts investing in government bonds, investment grade, high yield and unrated credit, equity income and equity growth across global developed markets, as well as UK property and cash and short-term money market instruments.

• Expertise: Insurance investing is a core part of RLAM’s heritage; we recognise managing assets for insurance companies is typically different to other investors and hence adjust our approach accordingly. We have significant expertise and resource in running insurance-focused mandates reflecting potential constraints and requirements around regulations, capital, liabilities, liquidity and softer aspects such as ESG integration. We assist insurers in designing and optimising insurance portfolios, whilst delivering the ongoing operational and reporting framework needed.
• Contact 1: Andrew Epsom, Insurance Client Solutions Director
• Contact 2: Hiren Gami, Business Development Executive
• Website: www.rlam.co.uk/institutional-investors/
• Thought Leadership Content
• Quarterly Insurance Update
• Insurance Investment Outlook for 2022

Invesco Ltd. is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life.
We offer a wide range of single-country, regional and global capabilities across major equity, fixed income and alternative asset classes, delivered through a diverse set of investment vehicles. We have a broad and deep presence in key markets across the globe and a proximity to our clients with an on-the-ground presence in more than 25 countries and over 8 000 employees.
We are privileged to manage US$1.367 trillion in assets on behalf of clients worldwide (as of January 31, 2021).

• Expertise: With over US$100 Bllion (31 December 2020) of insurance assets under managements globally, we have a deep understanding of the insurance sector and experience in insurance investment management. Our aim is to develop customized solutions for our clients while optimizing investment returns under specific insurance constraints : liabilities, accounting earnings, regulatory capital and risk management.
• Contact 1: Charles Moussier, Head of EMEA Insurance Client Solutions
• Contact 2: Richard Glenn, Head of EMEA Insurance Distribution
• Website: www.invesco.com