Markets We Serve: Insurance

Advancing insurance company portfolios with bespoke fixed income solutions and beyond

Who we are

Invesco is an independent investment management firm with a single focus dedicated to helping our clients meet their investment objectives. We are privileged to manage $1.2 trillion* in assets on behalf of clients worldwide. We have specialized investment teams managing investments across a comprehensive range of asset classes, investment styles, and geographies. We employ over 8,000 individuals focused on client needs across the globe with proximity to our clients with a presence in 25 countries. We have solid financials, an investment grade debt rating, and a strong balance sheet.

* $1.1978 trillion includes all assets under advisement, distributed and overseen by Invesco as of June 30, 2019.

Expanding the depth of your portfolio intelligence

We understand insurance companies have unique investment needs and manage portfolios that seek capital efficiency and can generate yield. In an ever-changing investment landscape and highly technical regulatory environment, we can help you face these challenges with our comprehensive modeling platform. We have dedicated insurance professionals with a deep understanding of insurers specific needs who focus on client engagement including customized reporting and flexible mandates.

Amplifying opportunity for insurers

At the core and beyond.

Maximizing

Maximizing the expertise behind your investments

  • $35 billion in insurance AUM
  • 160 fixed income specialists
  • Bank loans, convertibles, CLOs
  • Alternative strategies beyond

Magnifying

Magnifying potential with a truly custom experience

  • Bespoke solutions
  • Customized reporting platforms
  • Specialized investment teams
  • Strong risk management

Expanding

Expanding the depth of your portfolio intelligence

  • Global Solutions insurance specialists
  • Portfolio diagnostics & modeling
  • Asset/liability management
  • Tax, regulatory and accounting risk assessment

Intensifying

Intensifying value with deep insurance insights

  • 35 years managing insurance portfolios
  • Knowledge spanning life, P&C, health and reinsurance
  • Ongoing Invesco thought leadership
  • 50+ years of experience working with insurance clients
$35 billion

Insurance Assets AUM

35+

years delivering innovative investment solutions to insurance clients

90

insurance clients

Global Insurance Solutions

We provide bespoke solutions across asset classes: core fixed income, bank loans, equities, convertibles, global real estate, structured credit, cash, commodities, and private equity. These solutions are delivered in various ways including active, passive and factor investing. And in various vehicles including institutional separate accounts, mutual funds, private placements and ETFs.

Invesco VisionSM

We help our clients navigate the ever-changing investment landscape with our proprietary analysis, Invesco VisionSM - a diagnostic tool and portfolio construction-modeling platform. It's a comprehensive global model, which spans equities, fixed income, real estate, commodities, currencies and alternatives.

Invesco's investment platform and analytical capabilities help insurers solve multi-dimensional investment problems.

Our custom analysis:

  • Optimizes asset allocation subject to economic risk or risk-based capital

  • Highlights risk and return drivers as well as factor exposures to an array of risk factors

  • Optimizes asset allocation on an asset-only basis and net-of-liability basis

  • Performs attribution analysis of both risks and returns

  • Stress tests portfolio performance in historical and/or hypothetical scenarios

  • Analyzes liability risk factors given a set of liability cash flows
Unconstrained Investment Universe
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Insurance Client Solutions
Client Constraints
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Unconstrained Investment Universe


Exposures
equity, fixed income, alternatives

Desired outcomes
growth, income, Asset/Liability Management (ALM)

Vehicles
separate account, commingled fund, fund-of-one

Client Constraints


Regulatory capital requirements

Rating agencies

Accounting and tax considerations

Internal risk

Unconstrained Investment Universe
click here for additional information
Insurance Client Solutions
Client Constraints
click here for additional information

Exposures
equity, fixed income, alternatives

Desired outcomes
growth, income, Asset/Liability Management (ALM)

Vehicles
separate account, commingled fund, fund-of-one

Regulatory capital requirements

Rating agencies

Accounting and tax considerations

Internal risk

Consider a custom analysis today.

Contact Us

Insurance Contacts

Chris Marx

Head of Institutional Insurance Managing Director

(212) 278-9074

chris.marx@invesco.com


TJ Hughes

Institutional Insurance
Managing Director

(617) 345-8372

tj.hughes@invesco.com

Featured insights

Insurance Research Study: In ESG, Governance Prevails

Investment decision makers at North American insurance companies are likely to see environmental, social, and governance (ESG) factors as a way to inform risk-aware, economically sound decisions about fixed income assets.

Insurance Research Study: Exchange-Traded Funds in General Accounts

Exchange-traded funds are becoming standard investment tools for insurance companies, however, life insurers and property casualty (P&C) companies are employing ETFs in different ways and for different purposes.

How Insurance Portfolio Managers Are Leveraging Equity Enhanced Fixed Income

A new way to look at convertible bonds. A panel of insurance portfolio management experts examines the potential risk adjusted return benefits of pairing fixed income securities with equity options within insurance portfolios.

Adding Upside Potential to Insurance Portfolios: Equity Enhanced Fixed Income

Looking for attractive risk-adjusted returns in traditional fixed income markets? Learn more about a capital-efficient way to pair fixed income…

Municipal bond opportunities for all insurers

Municipals bonds provide the opportunity to diversify credit risk with lower default risk. Read why you should explore opportunities in the tax-exempt market.

Progress report on SOFR

Updates on the transition from LIBOR to SOFR, including reasons for delay in integration and what may be needed to encourage wide-scale adoption of the new rate.

What may LIBOR's phase-out mean for investors?

A new benchmark called the secured overnight financing rate (SOFR) was recently released to replace LIBOR. Learn more about it…


Learn more about our perspectives on current markets and the global economy.

Our solutions are built around an insurance company's specific needs. Our bespoke offerings can meet asset/liability and capital management goals to provide diversified sources of returns.

Let us help to expand the depth of your portfolio intelligence.

Contact Us

Insurance Contacts

Chris Marx

Head of Institutional Insurance Managing Director

(212) 278-9074

chris.marx@invesco.com


TJ Hughes

Institutional Insurance
Managing Director

(617) 345-8372

tj.hughes@invesco.com