• Investment objectives
• Risk tolerance
• Regulations
• Accounting regime(s)
• Strategic asset allocation
- Dynamic financial analysis
- Enterprise risk modelling
- Peer analysis
• Policy review
• Fundamental credit research
• Quantitative valuation models
• Proprietary risk modelling framework
• Integrated compliance testing
• Book yield analysis
• Gain/loss monitoring
• Liquidity management
• Performance and attribution
• Guideline compliance
• Scenario analysis
• Stress testing
• Cashflow forecasting
• Income budgeting
• OTTI analysis
solution design
Investment services
We provide specialist support and customized reporting for insurers.
investment analysis
custom reporting