Insurance Asset Management at Dwight
Dwight’s team of Portfolio Managers and Quantitative Analysts begins the insurance investment process with a review of each client’s business, taking into consideration the liability profile, operating requirements, legal, tax, and regulatory constraints.
With this knowledge, the team in conjunction with the client:
- determines portfolio objectives;
- identifies return targets;
- establishes risk tolerances;
- sets investment guidelines;
- builds custom benchmarks; and
- develops operating procedures.
The Client Portfolio Manager, working with Dwight's Sector Portfolio Managers, oversees portfolio construction based on client guidelines and serves as the primary client contact and overall coordinator of Dwight's services.
Dwight Contacts for Insurance Asset Management
Donald Hill
Senior Vice President
Insurance Business Development
John Loud
Vice President
Insurance Business Development
Lisa Trubiano, CFA
Senior Vice President
Head of Consultant Relations
Anicia Mendez
Vice President
Consultant Relations
- Strategic Asset Allocation: Use of Tax-Exempt Securities
February 2008 - Getting the Investment Benchmark Right, Guidelines for Insurance Companies
August 2007 - The New Face of the Leverage in the Financial System
April 2007 - Dynamic Financial Analysis Results Support Business Decisions for Insurance Companies
March 2007
- Captive Insurance Terminology
Courtesy of the Vermont Captive Insurance Association - Related Links
Copyright 2010 Dwight Asset Management Company