Hello everyone, welcome back to this second edition of our Insurance Insights newsletter for 2025.
This time, we’re extending our asset allocation analysis to delve a bit deeper into strategies that we feel can further enhance the efficiency of insurance portfolios. We believe that certain private market asset classes can offer value over the longer term and lend themselves well to an insurance portfolio construct. What we focus on in this edition is extending the investment frontier by incorporating multiple alternative strategies as part of a systematic investment program.
As before, we hope you find this of use and we’ll be very happy to get your thoughts, insights, and suggestions around this topic, or indeed any other issues you are dealing with, and we look forward to receiving your feedback.
Thank you.