Media Coverage

When reviewing the impact of optimisation projects, it’s important for insurance firms to consider four main objectives...

Les niveaux élevés d’inflation mondiale et les craintes de récession obligent les investisseurs institutionnels à abandonner radicalement leurs portefeuilles d’actions et d’obligations, selon une nouvelle étude de Clearwater Analytics.

High levels of global inflation and recessionary fears are forcing institutional investors to radically shift their portfolios away from equities and bonds, according to new research from Clearwater Analytics (CWAN).

A new report from Clearwater Analytics found that just 17% of the 130 investment experts polled werepositive about equities compared to 38% six months ago.

High levels of global inflation and recessionary fears are forcing institutional investors to radically shift their portfolios away from equities and bonds, according to new research from Clearwater Analytics.

State-level insurance regulators have drawn a much brighter line for the alts fund manager market – making clear that most of the higher-yielding investments they have been custom building for insurer portfolios will no longer qualify for the same friendly capital treatment as lower-risk bonds. The broader shift came into view last week across a series of sessions at the National Association of Insurance Commissioners, or NAIC, summer meeting in Portland, Oregon.

"An ongoing, multi-year initiative by the NAIC to redefine what qualifies as a bond – and therefore gets more favorable treatment under strict rules governing insurer investment portfolios – tilted again this week.” Clearwater Analytics’ in-house NAIC expert Sabrina Wilson weighed in, adding, “the debate parameters are somewhat new for the NAIC because the bond definition is one of the group’s first attempts to apply a new principles-based regulatory approach more common in the U.K., instead of its more typical rules-based approach."

Gayatri Raman, president Europe and Asia, Clearwater Analytics also believes that “central to pursuing ESG investing strategies is being able to rely on clear and transparent ESG ratings. In this way, it all comes back to the information that sits beneath the ratings. Before anyone can incorporate ESG factors into their investing strategies, data needs to be highly available, high quality, and easy to track. Only then will investors be able to fully integrate these initiatives into their investment process."