Our Process

Our investment philosophy revolves around the principle of Participate and Protect®. We strive to construct portfolios that participate as fully as possible in favorable markets, protect capital in difficult markets, provide stable income, and create consistent, long-term, value-added returns. This philosophy is executed with primary consideration of company- specific financial and operational drivers.
Our process begins by getting to know our client's needs before developing a tailored investment strategy that fits the insurer’s operational risk profile and aligns with their enterprise risk budget. Our proactive approach to investment management addresses the issues that continually confront our clients (i.e. cash flow demands, tax issues, impact of mark-to-market securities, risk-based capital, etc.). Portfolios are designed and implemented leveraging Madison’s robust investment capabilities across our fixed income, equity and multi-asset teams.


Madison Scottsdale’s Integrated Investment Process
Scottsdale Customized Approach

Align Business Goals
We frame an investment strategy with the potential to support growth, manage asset risk in response to insurance operations and protect capital and surplus.

Quantify Investment Objectives
We identify and define the most important goals for managing each company’s assets.

Assess Risks and Constraints
We conduct a detailed review of practical constraints and guidelines that affect the investment portfolio and its implementation.

Refine Investment Policy
We specify risk parameters and limits to govern overall investment strategy and execution.

Craft a Custom Portfolio
We assemble parts into a whole; managing risk and stand ready to transact according to client objectives.

Monitor and Report Performance
Our review mechanism efficiently ensures compliance, evaluates results and recommends changes.

“Madison” and/or “Madison Investments” is the unifying tradename of Madison Investment Holdings, Inc., Madison Asset Management, LLC (“MAM”), and Madison Investment Advisors, LLC (“MIA”), which also includes the Madison Scottsdale office. MAM and MIA are registered as an investment adviser with the U.S. Securities and Exchange Commission. Madison Funds are distributed by MFD Distributor, LLC. MFD Distributor, LLC is registered with the U.S. Securities and Exchange Commission as a broker-dealer, and is a member firm of the Financial Industry Regulatory Authority. The home office for each firm listed above is 550 Science Drive, Madison, WI 53711. Madison's toll-free number is 800-767-0300. | Any performance data shown represents past performance. Past performance is no guarantee of future results. | Non-deposit investment products are not federally insured, involve investment risk, may lose value and are not obligations of, or guaranteed by, any financial institution. Investment returns and principal value will fluctuate. | This website is intended to be for informational purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security.
Madison’s expectation is that investors will participate in market appreciation during bull markets and be protected during bear markets compared with investors in portfolios holding more speculative and volatile securities. There is no assurance that Madison’s expectations will be realized.