The need for low tracking error and cost-efficient portfolios
Partnering with insurers for scalable solutions
We partner with life insurance companies and distributors to deliver differentiated, scalable investment solutions that address the unique demands of today's insurance marketplace.
We bring decades of experience in managing risk, optimizing platforms, and helping clients reach their financial and business goals.
What we do
We work alongside insurers and annuity providers to create tailored, forward-looking solutions that address:
Managing complexity and basis risk in FIA, RILA, and IUL products
Access to private markets for both growth and income
Streamlining investment platforms through manager consolidation
Co-developing new solutions to enhance market competitiveness
Our deep insurance expertise and flexible implementation approaches make us a trusted advisor to many of the industry's most prominent players.
How we help
We offer a full suite of capabilities designed to help insurers manage risk, unlock efficiencies, and create differentiated products.
Investment Platform Optimization
Streamline manager rosters and reduce operational complexity. We help insurers consolidate and optimize investment platforms by reducing the number of managers and overlapping strategies
Systematic Equity Strategies
Factor-based, rules-driven portfolios with embedded stop-loss mechanisms to target alpha and manager downside
Index design & hedging expertise
Customized indices for insurance-linked products, backed by strategic banking relationships and low-cost hedging instruments
Custom fund-of-funds-construction
Tailored multi-manager portfolios aligned to insurer needs. We design fund-of-funds portfolios that reflect each client's unique investment goals, risk parameters, and regulatory constraints
Private market integration
Access private equity, debt, infrastructure, and real estate in both accumulation and decumulation phases
Advisory support for distribution teams
Enhance internal sales with marketing materials, field training, and dedicated support teams
Case Studies
We work with clients to design solutions that meet their unique needs.
Consolidation in Action: Annuity Management Company
Challenge: High-cost, fragmented fund lineup
Solution: Customized fund-of-funds strategy
Impact: Reduced costs, improved operational efficiency
Enhancing Distribution: Insurance Distributor
Challenge: Underutilized advisory platform
Solution: Support through training and marketing tools
Impact: Stronger sales force adoption and client outcomes
Optimizing Systematic Equity: U.S. Life Insurer
Challenge: Need for alpha and downside protection
Solution: Systematic portfolios with stop-loss and sentiment overlays
Impact: Improved performance and smoother risk profile
Building Diversified Core: U.S. Life Insurer
Challenge: Enhance index lineup
Solution: Multi-asset solution with equity core, fixed income, and overlays
Impact: Risk-adjusted return improvement
Private Market Access: European Insurer
Challenge: Address liquidity and longevity needs
Solution: Tailored growth and income portfolios across private markets
Impact: Greater alignment with long-term client liabilities
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Other clients we serve
Learn more about how we work with clients to design solutions that meet their unique needs.
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How Can We Help?
