Solutions for
P&C Insurance Companies
Whether you are a stock company or mutual company, big or small, we have client-centric solutions designed to help you navigate any economic environment
Advisory
Drawing upon our extensive financial services experience — each of our principals has over 20+ years of highly successful Wall Street experience — we have developed a cloud-based proprietary capital and portfolio allocation model for P&C companies. We calculate and update the Achievable Capital Efficiency Rating, or ACE Rating, for virtually all US P&C companies several times per year. If a company’s actual capital efficiency is lower than its ACE Rating, then the P&C company can improve its profitability by following our recommended capital allocation and portfolio management policy. Our analysis indicates that significant money — billions of dollars in aggregate — is left on the table by the US P&C industry by not allocating capital efficiently.
Proactively positioning investment portfolios to handle the current low-rate environment while maintaining sound financial strength even under stressed market conditions can unlock tremendous shareholder & policyholder value.
Investment Management
Besides offering advice on optimal asset allocation strategies, we also specialize in managing client assets in-house.
We have a consistent track record of delivering alpha through correlated and uncorrelated investment strategies.
By utilizing a blend of fundamental research and quantitative analysis, we strive to provide sustainable, long-term growth of your capital.