Who we are

We are a global insurance asset management group, focused on establishing preferred partnerships with insurance companies that can benefit from our specialty private credit, public fixed income, real estate and infrastructure investment management capabilities. An integrated solutions approach provides the backdrop for customizing asset class specific and multi-sector fixed income portfolios.

Our interests are aligned with those of our clients’ – and we are often co-investors

Learn more about our history

Meet our insurance leadership team

Insurance Expertise

Firm-Wide Resources and Expertise

$155B (USD)
$197B (CAD)

Insurance AUM

250+

Insurance Company Clients

$100B (USD)
$127B (CAD)

Public Fixed Income AUM

200+

Investment Professionals

$37B (USD)
$47B (CAD)

Private Credit AUM

$71B (USD)
$90B (CAD)

Real Estate Equity and Debt AUM

As of September 30, 2021*

How we deliver

Our three alpha engines leverage a global platform of investment capabilities
across core and non-core asset classes – all supported by robust infrastructure.

1. Integrated Insurance Solutions

We aim to deliver alpha to our clients’ by assessing their operational profile, capital markets data and regulatory constraints. We then take that insight and focus on evaluating the optimal utilization of liquidity, duration, credit and tax management to create highly customized portfolios. By optimizing strategic asset allocations relative to each client’s unique operational profile, we’re better able to deliver customized investment solutions.

2. Portfolio Management Across Public and Private Markets

Our global investment platform, unique market access and portfolio management process is key to delivering alpha for clients in asset class specific or multi-sector portfolios.  We analyze macroeconomic trends to evaluate the optimal sector, security selection, yield curve positioning and convexity. This approach refines our client-specific strategic and tactical asset allocations. Our focus is on delivering high levels of income and risk adjusted total return within the constraints and custom benchmark determined by our integrated solutions output.

Insurance Core Fixed Income
$155B (USD)
$197B (CAD)
200+ dedicated investment professionals

Real Estate Equity and Debt
$71B (USD)
$90B (CAD)

Private Credit
$37B (USD)
$47B (CAD)
55 dedicated investment professionals

Derivatives
$55B (USD)
$69B (CAD)
11 dedicated investment professionals

Commercial Mortgage Loans
$14B AUM (USD)
$17B AUM (CAD)
53 dedicated investment professionals

As of September 30, 2021*

3. Client Focus

We believe client relationship management is an alpha generating function, not an afterthought. We deliver exceptional client service through a dedicated, personal point of contact on our team of credentialed actuaries and insurance experts. We are a trusted partner that is an extension of our clients’ internal team – a group you’d feel confident bringing before your board, rating agencies and regulators. Our client relationship management team has the deep insurance expertise to collaborate with you as a trusted problem-solving partner, not simply a gate keeper.

Our latest insights

Regulatory update: Proposed Real Estate Risk-Based Capital charge changes
Learn how the proposed changes to Risk-Based Capital charges are good news for life company real estate allocations.

Read full article

 

Your purpose is our purpose

With a team of research and investment professionals dedicated to insurance asset management,
we are focused on serving your unique investment needs.

Heather Wolfe, FIA, FCIA, FSA

Head of Canadian Business Development

Nitin Chhabra, FCAS

Managing Director, Head of Insurance Client Relationships & Solutions

*Total AUM includes approximately US$7B (CA$7B) in cash and other, US$1B (CA$2B) in InfraRed real estate and unfunded commitments. Currency conversion rate: CAD$1.00 =US$1.2678 as of September 30, 2021.

Ready to learn more?

We aim to build authentic client relationships and provide relevant solutions delivered with precision and consistent performance.

Contact us