Private Assets, Alternatives Gain Ground: Evolving Investment Strategies in the Life and Annuity Insurance Sector5
Private Assets, Alternatives Gain Ground: Evolving Investment Strategies in the Life and Annuity Insurance Sector
In a market shaped by persistent inflation and elevated interest rates, life and annuity insurers are evolving their investment strategies. Conning’s latest Viewpoint, “Private Assets, Alternatives Gain Ground: Evolving Investment Strategies in the Life and Annuity Insurance Sector,” explores how insurers are expanding into private and alternative assets to pursue greater yield and improve portfolio resilience amid rising product demand.
This analysis highlights how insurers—large and small—are increasing allocations to less liquid investments like private placements, mortgage loans, and Schedule BA assets. With interest rates expected to remain elevated, these strategies are helping insurers capture yield, manage duration, and diversify risk.
Conning also examines the growing role of asset-backed securities and infrastructure investments, offering insights into how insurers can build portfolios that are both opportunistic and resilient. With Conning’s deep expertise in insurance asset management, insurers can confidently navigate this evolving landscape.
This analysis highlights how insurers—large and small—are increasing allocations to less liquid investments like private placements, mortgage loans, and Schedule BA assets. With interest rates expected to remain elevated, these strategies are helping insurers capture yield, manage duration, and diversify risk.
Conning also examines the growing role of asset-backed securities and infrastructure investments, offering insights into how insurers can build portfolios that are both opportunistic and resilient. With Conning’s deep expertise in insurance asset management, insurers can confidently navigate this evolving landscape.
Riding the Growth Wave Into 2025
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