Finance, Investments, and Accounting

2018 Musings on Captive Insurer Investments

January 24, 2018

What does 2018 have in store for captive insurer investments? We look at investment return assumptions and new accounting regulations. We also suggest some questions that should be raised by the captive board members concerning the investment portfolio. Read More


How the 2017 Tax Law Affects Captive Insurers

January 12, 2018

Bruce Wright of Eversheds Sutherland gives his take on the Tax Cuts and Jobs Act (2017 tax law) and primary impacts on the captive insurance industry. Read More


Why Captive Investment Manager Due Diligence Matters

November 22, 2017

With the recent revelations concerning the issues at Guggenheim Partners and the New York state pension fund, captive insurers should consider how they conduct investment manager due diligence. Find out what precipitated the scandal and how captive insurers should consider conducting due diligence on money managers. Read More


Can the Black-Scholes Model Be Used for Captive Insurance Premiums?

October 30, 2017

Pinnacle Actuarial Resources' Derek Freihaut and Tim Mosler share their thoughts on the viability of applying a specific mathematical model, Black-Scholes, in estimating the maximum premium appropriate for a captive insurance company. Should the Black-Scholes pricing model be used to estimate captive insurance premiums? Read More


Special Purpose Vehicles (SPVs) Defined

October 25, 2017

Most captive insurance company owners/directors have heard the terminology "special purpose vehicles" or "SPVs." However, many do not have a good working understanding of what these entities are. In this article, we provide a definition and identify several key attributes of SPVs. Read More