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Insurance Assets

Effectively balancing investment and insurance objectives
Home Investment Solutions Multi-Asset Insurance Assets
  • Balanced and Customized Mandates
  • Diversified Income
  • Insurance Assets
  • Liability Driven Investments
  • Why?
  • Our Philosophy
  • Our Process
  • Why?

    Top Reasons for Choosing Addenda Capital to Manage your Insurance Assets

    • We have a deep understanding of an insurer’s challenges, needs and obligations given our own roots in the insurance industry.
    • We align the investment strategy with the insurer’s business objectives, capital requirements and regulatory requirements.
    • We work closely with our clients by providing the supporting data and portfolio information to meet their regulatory reporting requirements.
    • We use proprietary modeling tools that enable asset allocation optimization to be completed in a multi dimensional framework which considers risk-return and capital. 
    • Our ESG analysis adds a level of consciousness to the investment process that enhances risk mitigation and long term value creation in our portfolios.

     

  • Our Philosophy

    We believe that:

    • The goals of the business and the willingness and ability to assume risk is paramount to building efficient portfolios.

    • The nature of the client's insurance products and the corresponding liability profile must be considered when developing solutions that minimize the effects of interest rate mismatch.
    • The client's capital structure is a key input in developing an optimal investment solution.
  • Our Process

    Our approach to managing insurance assets is based on a five-step process:

    • Understanding the priorities and objectives of the insurance company from both a business and an investment standpoint.
    • Collection of information regarding the company’s liability profile, capital position and current investment policy parameters.
    • Optimization of asset allocation to develop a desirable capital-efficient strategic mix.
    • Modeling of asset and liability cash flows to minimize interest rate sensitivity.
    • Development of holistic investment solutions, using various components required, leveraging the applicable processes relating to bond, equity, preferred share and commercial mortgage assets.
  • I love the challenge of managing our experience and research against an ever-changing and evolving investment environment.
    Learn More
    Ian A. McKinnon
    Executive Vice-President, Core Fixed Income
  • We have assembled a highly skilled and motivated team to deliver on our promise and serve our clients.
    Learn More
    Savvas Pallaris
    Executive Vice-President, Commercial Mortgages
  • Before we even concern ourselves with investment returns, we think first about the risks involved.
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    John Stilo
    Senior Portfolio Manager, Insurance and Investment Solutions
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  • Well-tailored solutionsWell-tailored solutions

    Well-tailored solutions

    We build highly personalized multi-asset investment solutions that meet the return requirements and long-term objectives of institutions and high-net-worth individuals.
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  • Sustainable InvestingSustainable Investing

    Sustainable Investing

    At Addenda Capital, sustainable investing is not an afterthought; it’s part of our DNA. It makes us better investors and enables a better future.
    Learn More
  • Insight & NewsInsight & News

    Insight & News

    Stay abreast of our economic views, research insights and investment thoughts.
    Learn More
  • + Learn more about Addenda Capital
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  • Who we are
    • Our People
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    • Locations
  • Partnering with you
    • Institutional Services
    • Private Wealth Services
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  • Investment Solutions
    • Sustainable and Impact Solutions
    • Fixed Income
    • Equities
    • Commercial Mortgages
    • Multi-Asset
  • Sustainable Investing
    • Promoting Sustainable Markets
    • ESG Integration
    • Stewardship
    • What is Sustainable Investing?
    • Sustainable and Impact Solutions
    • Sustainable Investing Team
    • Sustainable Investing Committee
  • Insights & News
 

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