Insurance Asset Risk EMEA 2025

HSBC Asset Management should be referred to either in full or as HSBC AM to avoid confusion with any other financial services firms.

HSBC Asset Management, the investment management business of the HSBC Group, invests on behalf of HSBC's worldwide customer base of retail and private clients, intermediaries, corporates and institutions through both segregated accounts and pooled funds. HSBC Asset Management connects HSBC's clients with investment opportunities around the world through an international network of offices in 20 countries and territories, delivering global capabilities with local market insight. As at 31 December 2024, HSBC Asset Management managed assets totalling US$731bn (excluding HSBC Jintrust Fund Management Company Limited) on behalf of its clients.

For more information see http://www.global.assetmanagement.hsbc.com/

HSBC Asset Management is the brand name for the asset management businesses of HSBC Holdings plc.

Invesco is a global independent investment management firm dedicated to creating greater possibilities for our clients. With investment professionals located in over 25 countries worldwide, our specialized investment teams manage US$1.8 trillion in assets across a wide range of asset classes and investment styles (as at 31 March, 2025).

With a deep understanding of the insurance sector, the Invesco Insurance Solutions team develops customized solutions for our clients to optimize investment returns. We work with policyholders and shareholders under specific insurance constraints to address liabilities, accounting earnings, regulatory capital and risk management. Our fully integrated insurance solutions platform includes specialized investment and solutions teams to provide bespoke analysis, and a dedicated client relationship team.

For more information please visit: https://www.invesco.com/uk/en/institutional/clients/insurance-companies.html

M&G Investments is an asset manager that connects the dots globally to identify investment opportunities.
Our global network of investment professionals connect world-class research capabilities with the diverse experiences and views of experts across multiple asset classes.

We call this Intelligence Connected.

We've been putting our clients at the centre of everything we do for over 90 years. And after launching Europe's first-ever mutual fund back in 1931, we're now recognised for our expertise in fixed income, private markets, multi-asset solutions and equities, including our growing range of sustainability-driven thematic equity products.

Today, we manage over £315bn* on behalf of individual and professional investors, including banks, pension funds, insurers, sovereign wealth funds, family offices, charities and advisors. And by investing for our internal client, we further enhance our ability to understand and act on our clients' objectives.

As part of M&G plc, the international savings and investment business, we also have a shared purpose to give everyone real confidence to put their money to work.

*As at 31 December 2024

For more information please visit https://www.mandg.com/investments/institutional/en-gb

Aberdeen Investments is a leading global insurance asset manager. Whilst now independent, we were one of Europe’s largest insurance groups for over two centuries, until 2018. Today, our core strength is the breadth, depth and scale of our insurance investment capabilities. 150 insurers of all major lines now trust Aberdeen Investments to manage £203bn in assets across public and private markets, making us one of the largest independent managers of insurance assets worldwide.

Across our business we manage £376bn in assets. Clients know us best for our expertise in public and private credit, real assets, emerging markets and specialist equities.

All facts and figures are correct as at 31 December 2024.

Discover more at aberdeeninvestments.com

Conning (www.conning.com) is a leading investment management firm with a long history of serving insurance companies and other institutional investors. Conning supports clients with investment solutions, risk modeling software, and industry research. Conning's risk management software platform provides deeper insights for decision-making, regulatory and rating agency compliance, and capital allocation. Founded in 1912, Conning has investment centers in Asia, Europe and North America. Conning is part of the Generali Group.

At Franklin Templeton, we believe that success requires more than just expertise - it demands powerful partnerships. As a forward-thinking asset manager, we build dynamic relationships with our clients, understand their unique goals, and navigate the complexities of the market together. Our team leverages cutting-edge strategies and deep industry insights to protect wealth and unlock opportunities for growth. With Franklin Templeton by their side, investors don't prepare for the future - they shape it.

Strategic acquisitions have built an industry leading range of capabilities across traditional and alternative asset classes. We facilitate access to these capabilities by offering a full suite of vehicles, including SMAs, ETFs, CITs and mutual funds. From stocks to bonds, and across private equity, private debt, real estate, hedge funds and venture, we offer clients a singular access point to cutting edge strategies. We go beyond investing in single asset classes, and are able to create bespoke, outcome-oriented solutions for clients in each and every one of our segments.

For more information visit https://www.franklintempleton.co.uk/

L&G's Asset Management business is a major global investor across public and private markets, with £1.118 trillion in AUM.* Our clients include individual savers, pension scheme members and global institutions, who invest alongside L&G’s own balance sheet. We provide investment solutions from index-tracking and active funds to liquidity and liability-based risk management strategies. Our investment philosophy and processes are focused on creating value over the long term. We believe that incorporating financially material sustainability criteria, when relevant to our clients, can create value and drive positive change. This reflects L&G’s purpose: ‘Investing for the long term. Our futures depend on it.’ *Source: L&G internal data as at 31 December 2024. The AUM disclosed aggregates the assets managed by L&G in the UK, LGIMA in the US, and LGIM Asia in Hong Kong (2018-2019 only) and LGIM Singapore from July 2023. Excludes assets managed by associates (Pemberton, NTR, BTR).

Nuveen, the investment manager of TIAA, offers a comprehensive range of outcome-focused investment solutions designed to secure the long-term financial goals of institutional and individual investors. Nuveen has $1.3 trillion in assets under management as of 31 December 2024 and operations in 32 countries. Its investment specialists offer deep expertise across a comprehensive range of traditional and alternative investments through a wide array of vehicles and customized strategies. For more information, please visit Nuveen.com.

Ortec Finance is the leading provider of technology and solutions for risk and return management. It is Ortec Finance's purpose to enable people to manage the complexity of investment decisions.

This is accomplished via the delivery of leading technologies and solutions for investment decision-making to financial institutions around the world. Ortec Finance's strength lies in an effective combination of advanced models, innovative technology, and in-depth market knowledge. This combination of skills and expertise supports investment professionals in achieving a better risk-return ratio and thus better results. Headquartered in Rotterdam, The Netherlands, Ortec Finance has offices in Amsterdam, London, Toronto, Zurich, New York, Melbourne and Singapore.

For more information, please visit www.ortecfinance.com/

With over £1.55 trillion in assets under management,¹ PIMCO is one of the world's premier investment managers offering a range of solutions across public and private markets. PIMCO has been active in the UK and Ireland institutional market since 1999 and manages approximately £23.7 billion in fixed income, multi-asset and alternative assets.²

¹As of 31/12/2024, including £1.26trn in 3rd party assets and £66bn (30/09/2024) in assets managed by PIMCO Prime Real Estate (formerly Allianz Real Estate), affiliate and wholly-owned subsidiary of PIMCO and PIMCO Europe GmbH (includes PIMCO Prime Real Estate GmbH, PIMCO Prime Real Estate LLC and their subsidiaries/affiliates)
²As of 31/12/2024

At Royal London Asset Management, we do things a little differently.

We take a distinct approach to active management. As an integral part of customer-owned mutual Royal London, we’re free from short-term shareholder demands. Instead, we put our clients at the heart of what we do, using a longer-term perspective to generate investment returns.

It’s a different pressure to perform and we thrive on it. As active long-term investors, we create solutions with the right balance of return and risk. Our consistent track record across asset classes speaks for itself.

We are independent, responsible investors. Entrusted with other people’s money, we embrace the influence we have as stewards of our clients’ capital, for the mutual benefit of our clients and wider society.

We are dedicated to delivering for our clients around the world. Building a better future, together.

It’s asset management excellence, with a longer-term perspective.

For more information, please visit www.rlam.com

FinX Capital Markets is a technology leader in analytics for capital markets. We specialize in cash flow generation, scenario analytics, and stress-testing on the entire fixed income, structured,and private security markets. For investors with long horizons and complex deal structures, our horizontal computing grid is the fastest engine for running prepayment models, valuation models, or for computing scenarios with thousands of paths in short time frames and virtually unlimited compute capacity. Our quantitative developer platform, FinX AMP, is a cross-asset class modeling and risk management platform that provides quantitative developers a scalable and flexible solution with low-level financial library functions and direct access to all deal terms and structures. FinX AMP combines our Analytics Library, Model Management Environment, Security Reference Database and Private Deal Author, providing firms a streamlined approach to their mission critical workflows and downstream applications. Some of the world's largest insurance, reinsurance, and asset management firms use FinX AMP daily for on-demand regulatory scenario runs & reporting, cash flow testing, pricing live deals and more.

For more information, please visit: finx.io