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Finance, Accounting, and Investments

  Business Man Thinking

Ponder Your Captive Insurance Company's Investment Portfolio

While captive owners and managers pay particular attention to the liability side of the balance sheet (i.e., claims reserves), recent news articles got us thinking about the asset side as well.
August 26, 2016 Read More
  ComparingPerformance

Comparing the Performance of Your Investment Manager

How does one know whether his or her portfolio has been performing well compared to those of other investment managers? Alton Cogert, president and chief executive officer of Strategic Asset Alliance, recently posted a blog on the Strategic Asset Alliance website discussing the use of statistics to gauge the past risk adjusted performance of a portfolio versus its future performance.
July 22, 2016 Read More
  Board Meeting FN

Captive Insurance Boards Can Benefit from NAIC Capital Markets Special Reports

Since investment portfolios comprise one of the largest assets on the balance sheet of any captive, it is an area that deserves special attention at any captive board meeting.
February 24, 2016 Read More
  Survey Results-Mixed

2014 Captive Investment Indices Report Shows Impact of Equities

London & Capital has reported the results of its suite of proprietary indices for 2014. The indices reflect three model asset allocations that London & Capital designed to fit the investment needs of three liability profiles of captives. Each of the indices has differing allocations of U.S. high grade bonds, high yield bonds, equities, and cash.
January 23, 2015 Read More
  Global Economy Dollars

Insurance and Financial Services Sectors Inextricably Linked, Forum Shows

The insurance sector did not cause the 2007-2008 economic crisis, regulators agreed, but it was pointed out to participants in the recent ICMIF Regulatory Issues Leaders Forum that the global financial crisis did demonstrate how inextricably linked the insurance sector is to the financial services sector as a whole.
October 23, 2014 Read More
  captiveindices

Captive Industry Investment Performance Indexes Published

London & Capital has developed three indexes for captives to benchmark their investment performance. The proprietary indexes are based on three typical asset allocations across a 10-year cycle and will be published by London & Capital every quarter and followed up with an annual in-depth analysis.
August 29, 2014 Read More
  captive-investment-portfolio-fig2

More Captives Choose Intercompany Investments

Andrew Wang, Runnymeade Capital Management, has analyzed the investment portfolios for captive insurers based on the Marsh 2014 captive benchmarking report, according to RTT News United States.
August 07, 2014 Read More