U.S. Insurance General Accounts 2020
Finding Solutions Beyond the Core
Achieve Success in the Insurance Market
- Understand the impact of the COVID-19 pandemic on insurers and the way they are managing their asset pools in light of new norms and familiar challenges
- Size the current and prospective insurance general accounts market in the U.S.
- Assess the drivers of merger and acquisition activity among insurers and potential industry consolidation
- Review key trends and opportunities in outsourcing insurance general account management
- Explore the insurance asset management sales landscape and review recommendations for managers to win business in a competitive environment
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Examine asset allocation to fixed income and other asset classes within U.S. insurers’ general account investment portfolios in light of the sharply lower interest rate environment in 2020. This report details asset classes, strategies, and vehicles that insurers are considering and—if they employ outside investment management—how they are using unaffiliated managers to source and oversee investments.
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A Note From the Author
How to Meet Investment Objectives in a Persistent, Low Interest Rate Environment?
Laura Levesque, CFA
Laura has over 15 years of institutional investment management industry experience. She is a member of the Institutional practice, where she leads research for two annual reports. Her focuses are institutional investment solutions including OCIO, and sales and services models. Her experience and knowledge of the institutional asset management space provide a directional framework to ongoing consulting projects. She also regularly contributes to The Cerulli Edge series.
Prior to joining Cerulli Associates, Laura held equity research, product, and analytics roles at Columbia Threadneedle and MFS Investment Management. She is a CFA charterholder and member of the CFA Society Boston.
Full biography here.
While total invested assets in U.S. insurance general accounts increased 6.7%, to more than $6.7 trillion by year-end 2019, the insurance industry’s operating models are being threatened by historically low interest rates.
Understand how insurers plan to mitigate this challenging environment. Explore which asset classes, strategies, and vehicles they are considering. Assess how they are using unaffiliated managers to source and oversee investments. Our report, U.S. Insurance General Accounts 2020: Finding Solutions Outside the Core, will provide you with the insights you need to drive your insurance market expansion. Take a moment to learn more about the intelligence behind the report. Connect with our team for more.
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