Report

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

$19,500

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Report Insurance General Accounts 2020 Detail

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Mason Gillespie

Mason Gillespie

Senior Account Manager

Summary

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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Executive Summary

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A Note From the Author

How to Meet Investment Objectives in a Persistent, Low Interest Rate Environment?

Robert Nelson, CFA

Robert Nelson, CFA

Director

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Robert Nelson, CFA

Robert Nelson, CFA

Director

Bob drives the research and consulting efforts within Cerulli’s Institutional Asset Management practice, with a focus on insurance general accounts as well as corporate defined benefit (DB) plan research.

Prior to joining Cerulli Associates, Bob worked at Acadian Asset Management, where he led the firm’s Investment Writing group. In this role, he oversaw the firm’s Client Communications and RFP teams and was also responsible for helping disseminate the firm’s thought leadership. Bob started his career at Thomson Reuters, where he worked as a fixed-income market analyst and managed the firm’s municipal bond products.

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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