Before the Great Financial Crisis, insurers were generally known to favor the safest investments. Most managed their assets in-house or used a generalist asset manager. In recent years, however, low yields have forced insurers to look into other asset classes, providing new opportunities for the third-party asset managers with whom they increasingly work.
Today, 86% of all insurers report using outside managers for at least part of their portfolio. Many chose managers with knowledge, expertise, and technology specific to insurers.
Greg Halagan
Partner and Co-Head of US Insurance, Mercer Investments
Yoshiko Inoue
Managing Director, Asset Allocation, American Family
Steve Doire, CFA, CPA, CPCU
Strategic Platform and Client Advisor, Clearwater Analytics
Steve Doire, CFA, CPA, CPCU
Strategic Platform and Client Advisor, Clearwater Analytics
Steve brings extensive knowledge of the insurance industry, insurance asset management, and general asset management to Clearwater and its clients. He works closely with clients and prospects to help them leverage the capabilities of the Clearwater platform. He also collaborates with platform development teams, clients, and other industry influencers to evolve both the Clearwater system offering and the user experience of Clearwater’s clientele. Steve worked for more than 20 years as a leader in Deutsche Asset Management’s insurance asset management group where helped grow the business from $20 billion to more than $200 billion in AUM, including expansion into global markets. He also worked for a P&C company for several years early in his career.