INSURANCE ASSET MANAGEMENT


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
Donald Hill

Senior Vice President
Insurance Business Development

John Loud
John Loud

Vice President
Insurance Business Development

Lisa Trubiano
Lisa Trubiano, CFA

Senior Vice President
Head of Consultant Relations

Anicia Mendez
Anicia Mendez

Vice President
Consultant Relations

 

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