DYNAMIC FINANCIAL ANALYSIS

Investment Strategies


Pinnacle Actuarial Resources, Inc. is one of the 10 largest property/casualty actuarial consulting firms in the U.S., specializing in loss reserving, insurance pricing, alternative markets and financial risk modeling. Pinnacle has seven Principals and 18 Consultants in total who are credentialed in the Casualty Actuarial Society.

Dynamic Financial Analysis

Dwight, in partnership with Pinnacle Actuarial Resources, Inc., offers a proprietary dynamic financial analysis (DFA) modeling service to our property/casualty clients that encompasses three major strategic investment issues:

  • target split between taxable and tax-exempt bonds;
  • target allocation to equities; and
  • target fixed-income duration.

Not Another "Black Box" DFA Model...

Dwight's DFA projects financial results under a variety of possible scenarios and calculates risk metrics and risk/return profiles for selected balance sheet and/or income statement accounts. Simulation results are developed through Dwight's collaborative interaction with our clients and Pinnacle. Dwight then identifies and recommends investment strategies based on each client's unique circumstances and business objectives.

 
 

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Copyright 2007 Dwight Asset Management Company