Overview
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Insurance Asset Management

Insurance Asset Management has been a key element of Brookfield Investment Management Inc.’s investment platform for over 20 years. Our clients include P&C insurance companies, reinsurance companies as well as life and health insurance companies.


We believe our competitive advantages include:
  • A seasoned insurance portfolio management team with an average of 25 years of investment experience
  • Customized insurance fixed income portfolio management and investment solutions
  • World-class, global investment research platform
  • Suite of insurance strategy and investment accounting services
  • Specialized equity and fixed income satellite strategies

Our team has extensive insurance knowledge and industry experience as well as a thorough understanding of the complex investment and operating environment of our insurance company clients. This allows us to successfully partner with our clients to develop and manage custom investment solutions. A strong partnership means having thorough comprehension of an insurance client’s culture, risk tolerances, investment objectives and overall business goals. This dynamic approach goes beyond merely managing a portfolio to a benchmark and, enables our team to manage market opportunities against a client’s risk preferences.

We Deliver Customized Investment Solutions

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Insurers' Business Goals
Investment Portfolio Objectives
Constraints and Risk Appetite
Establish Investment Policy Guidelines
Portfolio Construction
Portfolio
Surveillance

AM Best Rating
Investment income and cash flow requirements
Regulatory
Duration Targets/Limits
Asset Class/Sector Allocation
Continuous risk management and surveillance
Surplus Growth/Stability
Total return
Accounting/Tax
Credit Quality/Risk Exposure
Security Selection
Monthly and quarterly communication to insurer
Premium Growth
Book income/Yield Targets
Rating Agency
Asset Allocation/
Diversification
Taxable / Tax-exempt allocation
Periodic calculation of portfolio versus targets
Business Strategies
Tax Optimization
Risk Parameters
Benchmark Selection/ Creation
Yield Curve / Duration Management
 
Capital Adequacy Tests
Asset Liability Management

Realized Gain/ Loss Tolerance
   

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