This annual report is the insurance investment industry standard, and we are now in our 9th year of publication. The focus of the report is on third-party general account AUM, however, the report also provides other AUM data useful to insurers.
For 2022, The Exchange has enhanced what data is collected and how we will report on it for the benefit of both managers and insurers. Once again, The Exchange is partnering with Clearwater Analytics. Steve Doire of Clearwater Analytics is an insurance asset management veteran that many of you know and is the architect of the enhanced survey. His team will be collecting and aggregating the data.
Your submission must be completed by April 1st.
Download and complete the workbook through the link below. Then return the completed form to Steve Doire at Clearwater Analytics (firstname.lastname@example.org). Any questions that arise on the workbook should also be directed to Steve.