Just as with individual investors, pension plans, non-profits and other institutions, insurance companies turn to the capital markets to pursue and secure their future financial stability and viability. An insurer’s surplus and reserves, which make up the general portfolio, are often invested in bonds, stocks, and other assets to earn interest, grow over time, and further strengthen the company’s ability to pay claims and meet other long-term goals. But, because insurance companies operate within a unique regulatory framework and must meet reporting and solvency requirements, the approach to investing the general portfolio must be highly tailored to the insurer’s unique situation. In a recent article on AdvisorPerspectives, Head of Madison Investments Insurance Solutions, Don Miller, shares how advisors, consultants, and asset managers can better partner with insurance company clients.
Read the full article on AdvisorPerspectives:
Related: Understanding the Complexities of Insurance Investment Management (Video)
Don Miller recently sat down with Mike Glatkowski, Director of Institutional Business Group, to discuss the complexities of working with insurance companies, why a customized approach is required, and how Madison Investments’ Insurance Solutions Team guides insurance companies through the process.
Learn more about Madison Investments Insurance Solutions.