Insurance Investment Strategies
Dwight offers customized investment solutions for insurance companies designed to meet the specific liability needs and business objectives of each client. Asset allocation, duration, credit quality, gain/loss tolerance, and tax management are all taken into consideration in developing portfolios.
Credit Research and Monitoring
Dwight's Credit Research Team can provide clients with concise reports to assist them with capital oversight. <more>
Responsive and Customized Client Service
Dwight's client-centered focus ensures that each client receives the amount and type of service that best suits their needs. Insurance client services include:
- Customized Client Meetings
- Income and Cash Flow Modeling
- Investment Strategy and Policy Development
- Proprietary Trading Analysis
- Dwight's EValuatorSM enables real-time modeling of the potential economic value impact of actively trading securities.
- Performance Analysis
- Investment Accounting and Reporting
- Both standard and tailored reports can be provided.
- Statutory and GAAP reporting
- Schedule D preparation
- General ledger reporting and reconciliation
- Customized solutions
- Both standard and tailored reports can be provided.
- 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 2007 Dwight Asset Management Company