Essentially, Asset Allocation is your company’s investment strategy; the types and quantity of investments based on desired return, tolerable (potential) risk of loss and organization goals.

Tools: Asset Allocation Platform

A simplified platform that easily models various allocation scenarios to determine your company's risk appetite and expected portfolio return.

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Resources: Primers & Board Education

Case Studies >>   |   Asset Allocation >>   |   Fixed Income >>   |   Risk Assets Primer >>   |   Portfolio Diversification >>   |   Efficient Frontier Overview >>

The Investment Policy identifies your investment objectives and the role/restrictions of all parties involved in the process. The policy also helps prevent any problematic actions from happening.

Tools: Investment Policy Generator

An easy-to-use tool to generate and update your company's Investment Policy, while implementing "Best Practices."

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Resources: Primers & Board Education

Case Studies >>   |   Best Practices Overview >>   |   Credit Ratings/Agency Overview & Glossaries >>   |   SWOT Overview >>

Whether internal or managed by a third-party, Investment Management must be aligned with your organization from a philosophical and personnel perspective, not just performance.

Tools: Manager Select Database

A proprietary database of more than 75 fixed income managers with insurance specialization. This database provides comparisons for fees, performance, etc.

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Resources: Primers & Board Education

Case Studies >>   |   Active vs. Passive Overview >>   |   Fixed Income Levers >>   |   SWOT Overview >>   |   Key Questions to Ask >>   |   SMA vs. Funds >>

Portfolio Monitoring goes beyond tracking what your manager(s) has been doing, it is important to observe how the portfolio is acting in accordance with compliance, risk exposures, stress testing, etc.

Tools: InsurerCIO.com

InsurerCIO, provided by SAA, is a resource center for insurers and risk pools to stay up-to-date on the latest trends and insights impacting insurer investments each quarter

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Resources: Primers & Board Education

InsurerCIO Newsletter & Insights >>   |   Glossary of Key Terms >>   |  
Overview of Key Charts to Review >>

Aside from reviewing your level of return, your organization's Performance Measurement should analyze “why” the portfolio performed the way it did and adjust performance to the level of risks being taken.

Tools: InsurerCIO’s Portfolio Analytics

A proprietary reporting platform that generates in-depth reports and analyses, ranging from asset allocation to OTTI, to correctly review your portfolio and measure performance.

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Resources: Primers & Board Education

Primers & Board Education >>   |   Capital Markets Review >>   |   Overview of Key Exhibits >>   |   SWOT Overview >>   |   Primer: Understanding Key Reports >>

It is important for insurers & risk pools to use Peer Analysis to compare their portfolio to similar entities as a measure of performance and to identify potential improvements.

Structured Peer Group

SAA provides peer analysis that looks at the financial results and portfolio composition in comparison with peers of a similar asset size and line of business.

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Risk Pool Peer Group

For Government Risk Pools, SAA maintains a database of 23 risk pooling clients and additional non-client pools that have supplied verified data for the provided blind peer analyses.

Click Here to Request Access >>