Insurance Investment Consulting > Services

• Asset/ Liability matching analysis
• Cash flow analysis and projections
• Detailed portfolio analysis
• Asset allocation in relation to total assets and capital and surplus
• Potential impacts to capital and surplus
• Ratings breakdown and analysis
• Review of investment plan and/or development
• Portfolio loss and assessment potential
• Investment policy review and evaluation
• Asset cash flow generation for actuarial use
• Evaluation of risk and risk tolerance
• Review of current portfolio structure with regards to the stock/bond allocations
• Recommendations for allocation changes:
  • Cash flow rebalancing
  • Proactive selling/buying
• Evaluate potential for economic loss in current portfolio
• Peer review and analysis