Partnering with insurance investors is a key strength of Principal Global Investors. From our own insurance company heritage, Principal Global Investors has grown into a global investment manager with $544.9 billion in assets under management, and over 800 institutional clients globally (as of 12/31/2020). Nearly 50 of those 800 clients are external insurance companies. They trust Principal Global Investors to manage more than $14.3 billion in assets, ranging from private real estate debt and equity, to specialized debt and equity strategies. We have nearly three decades of insurance investment experience externally and five decades managing the general account for Principal Life.

• Contact 1: Amanda Wilson, CFA, Head of US Institutional Sales and Relationship Management
• Website: www.principalglobal.com/
• Thought Leadership Content
• Solutions for Insurance Companies

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

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

M&G Investments is a global asset manager with a long history of investing and innovating across both public and private markets. 

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.

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.

Globally we manage over £284 billion (at December 2020) on behalf of individual and institutional investors including pension funds, endowments, and foundations, insurers, sovereign wealth funds, banks, and family offices.

The Investment Podcast: Inflation - is it real?

From the ‘Great Moderation’ of the 1980’s, to the current day, the inflation environment has been relatively benign, with the policies of recent years mostly concerned with preventing deflation. However, as economies begin to rebound from the Covid crisis, inflation has ticked up. Is the current rise in inflation transitory, or could we see Central banks move to tighten policy? David Parsons and David Lloyd walk through the history of what has led us to this point and what to look out for.

Click here to listen.

• Website: www.mandg.com/investments/institutional/en-gb
• Thought Leadership Content
• Cash dethroned: reallocation opportunities for insurers under Solvency II
• STS ABS: opportunities and expectations for European insurance investment portfolios
• Why are residential mortgage and consumer loan pools attractive for insurers?

MetLife Investment Management serves institutional investors by combining a client-centric approach with deep and long-established asset class expertise. Focused on managing Public Fixed Income, Private Capital and Real Estate assets, we aim to deliver strong, risk-adjusted returns by building tailored portfolio solutions. We listen first, strategize second, and collaborate constantly as we strive to meet clients’ long-term investment objectives. Leveraging the broader resources and 150-year history of the MetLife enterprise helps provide us with deep expertise in navigating ever changing markets. We are institutional, but far from typical.

• Expertise: Striving to create value for insurance clients by leveraging our global scale and footprint, deep insurance asset management expertise, rigorous risk management and strong credit culture. We are intimately familiar with the objectives, constraints and opportunities that an insurance client faces, on both sides of the balance sheet.
• Contact 1: Nela D’Agosta, Institutional Client Group, Head of Global Insurance & Banking
• Contact 2: Nigel Murdoch, Institutional Client Group, Head of EMEA
• Website: investments.metlife.com
• Thought Leadership Content
• Renewable Infrastructure Investments: An Increasing Focus on Energy Storage
• Investors Expect and Demand Meaningful Environmental Goals and Progress
• Back to Work: Office Demand in a Post-Pandemic World

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

Insurers have been building investment partnerships with Wellington since 1975. With $144 bn assets under management as of 30 September 2020, our goals since then have remained evergreen – to exceed the investment objectives and service expectations of our clients. As an integral part of Wellington’s global investment platform, our dedicated Financial Reserves team offers a breadth and depth of resources and experience to serve our insurance clients as a go-to thought partner, risk manager, and trusted advisor for complex investment challenges. The new decade we have just entered looks more treacherous from a risk perspective than anyone could have imagined. Our collaborative strategic and proactive risk management approach helps our clients to be well-prepared.

• Expertise: Our insurance work is tailored for each client drawing upon the experience of Wellington’s dedicated Insurance team of 60 specialists. The team consists of portfolio managers, relationship managers, and functional specialists who have a deep understanding of the nuanced, and ever evolving, financial, accounting, and regulatory complexities facing or insurance clients.
• Contact 1: Rich Coffman, Business Development Manager, Americas
• Contact 2: Bob Sharma, CFA, Relationship Manager, EMEA
• Website: www.wellington.com/en/
• Thought Leadership Content
• Insurance Multi-Asset Outlook — Rising rates: Threat or opportunity for insurers?
• Insurers: A potent plan of attack for 2021
• An insurer’s guide to fixed income: Setting the record straight on rates and credit

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, sustainable returns for clients.

• Expertise: Loomis Sayles matches its long history of alpha generating capabilities with the complex needs of its insurance clients. The firm offers a suite of differentiated fixed income strategies, each with clear and consistent investment philosophies. Experience in providing custom solutions is layered in to generate specific portfolios, designed to fit client objectives.
• Contact 1: Colin Dowdall, CFA, VP, Director of Insurance Solutions
• Website: www.loomissayles.com/website/investor-profile/insurance-solutions
• Thought Leadership Content
• Risk Factors and Total Return Options for Insurers

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 £148 billion of assets (as at 31/12/20), 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 2021

Aberdeen Standard Investments is a leading global asset manager dedicated to helping investors around the world reach their desired investment goals and broaden their financial horizons. We provide expertise across a breadth of markets, asset classes and investment approaches.

• Expertise: Proven partner for insurers, supported by our dedicated insurance solutions team with extensive actuarial, reporting and risk management expertise.
• Contact 1: Rich Roberts, Investment Director, Global Insurance
• Website: www.aberdeenstandard.co.uk/insurance
• Thought Leadership Content
• Sustainable investment in European insurance
• Fund Financing for Insurers
• Capital aware active management