Analysis

  • The Gospel on Insurance CIO Investing, as told to GSAM

    21 April 2021

    Goldman Sachs Asset Management's annual survey of insurer investors is an eagerly awaited barometer of the economic expectations, investment and outsourcing plans, and risk-assessments of CIOs worldwide. David Walker reports on the findings

  • CIO interview: Balancing internal and external clients at an insurer's affiliate

    20 April 2021

    SCOR decided to fully centralise the investment process at group level in 2008, and open asset management services to third-party clients in 2011. Francois De Varenne, in charge of today's €20bn investment portfolio, explains the rational around the decision, how it went about building the current structure. Interview by Vincent Huck

  • Third Point Re: a new look for an old engine

    19 April 2021

    Third Point Re, once one of Bermuda's leading hedge fund reinsurers, has merged with Sirius and is taking a new direction. But the ties with the hedge fund remain as Sarfraz Thind finds out

  • Insurers' GA - cost or opportunity for affiliated asset managers?

    14 April 2021

    Unlike banks, insurers enjoy a close relationship with their affiliated asset managers, to the point that an insurer's CIO can also be the manager's CEO. Although not prohibited by law, this arrangement raises ethical concerns - ones that regulators are well aware of. Vincent Huck reports

  • Lloyd's syndicates see the light on ESG investing

    12 April 2021

    Annual statements promised greater openness on sustainable practices, but some are skeptical of the London market's approach to sustainability. David Walker reports.

  • Allianz Real Estate COVID-proofing its property portfolio

    08 April 2021

    Dr. Megan Walters, global head of research at Allianz Real Estate, explains how her team studied the data of 47 cities to present the heads of acquisition with office assets that look to be secure for the future. Interview by Stephanie Harris

  • CEO interview: Hales the thinker

    06 April 2021

    Steve Hales CEO at Resolution Re, talks about the challenge of the pandemic and lower rates on the asset side and the continued attraction of Bermuda for reinsurance. Interview by Sarfraz Thind

  • Insurers warn of accounting mismatches in implementing IFRS 17 & IFRS 9

    30 March 2021

    But the insurance sector's criticisms lie more with the issue of financial reporting than with the standards themselves, a former standard setter tells Insurance Asset Risk. Vincent Huck reports

  • Keeping asset management straightforward and simple at Phoenix

    29 March 2021

    Michael Eakins, chief investment officer at Phoenix Group, discusses the UK insurer's responsible investing strategy and how it dealt with the market turbulences on the back of the global health crisis. Interview by Vincent Huck.

  • Phoenix's illiquid strength

    24 March 2021

    Michael Eakins, chief investment officer at Phoenix Group, spoke to Insurance Asset Risk on the day the UK insurer released its year end results. In part one of this interview, he discusses the results and Phoenix's appetite for illiquids. Interview by Vincent Huck