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Global Insurance Solutions

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  • Insurance Insights
  • ETFs for Institutional Investors

CLIENT FOCUS

Our dedicated resources across client advisory, strategy and analytics, investment accounting and reporting, and fixed income portfolio management support our insurance clients with asset-liability, capital, regulatory, tax, and accounting considerations.
Assets Under Management

We manage $182.2bn1 USD of general account AUM across fixed income, alternatives, equities and multi-asset mandates.

Diversification

We offer innovative and tax-friendly alternative strategies for insurers that improve capital efficiency.

Investment Professionals

Our deeply resourced insurance fixed income team has a track record of generating stable cash flows leading to stable book income and excess return through various market cycles.

1as of September 30, 2020

GLOBAL INSURANCE STRATEGY & ANALYTICS

Our experienced team works closely with our insurance portfolio managers to customize investment strategies. We offer a wide range of advisory and analytical services including:


ASSET ALLOCATION


  • Asset Liability Analysis / Benchmarking
  • Flexible portfolio optimization
  • Customized strategic and tactical asset allocation

 

RISK MANAGEMENT


  • Application of non-normal asset return models
  • Tracking error analysis relative to an asset benchmark or a liability model
  • Return on regulatory or economic capital
  • Stress testing

 

PEER ANALYSIS AND INDUSTRY DATA


  • Understanding of global insurance regulatory frameworks
  • Review of asset allocations, investment income, underwriting, and other key metrics
  • Selection of insurer peer universe based on custom criteria

 

CUSTOM ANALYSIS


  • ISIN/CUSIP level analysis to determine asset sales
  • Historical market analysis and economic data based on ad-hoc requests
  • Multi-period ISIN/CUSIP level ALM analysis

INVESTMENT ACCOUNTING & REGULATORY REPORTING

Regulatory Insights Outsourced Accounting Solutions Portfolio Reporting
Regulatory Insights
  • Track new developments in global insurance regulations through research and direct communication with regulators that impacts the insurance industry

  • Regularly produced publications detail important accounting and regulatory matters that affects our clients’ investment strategies and financial reporting requirements

  • Attend and participate in industry conferences to stay informed on the latest issues and topics affecting our clients

Accounting and reporting capabilities

Learn more about our accounting and reporting capabilities.

Outsourced Accounting Solutions
  • Support for multi-basis accounting needs – NAIC Statutory, local/national GAAP (e.g. US GAAP, UK GAAP, German GAAP, etc.) and IFRS

  • Regulatory reporting for quarterly and annual statement investment disclosures

  • Custody and general ledger feeds, reconciliations, operational and audit support
    Additional support:
    • Impairment, OTTI, CECL analysis
    • Cash flow modeling, Shock analysis
    • RBC and credit rating agency assessments
Portfolio Reporting
  • Real-time, 24/7 access to investment accounts on our web-based accounting platform, powered by Clearwater Analytics

  • Detailed, customizable reports – holdings, transactions and income reports – complete with lot-level accounting data and investment analytics

  • Ability to aggregate investment data to support performance, risk and management reporting for internal and external stakeholders

        Access Insurance Client Reporting Platform >

CONTACT THE INSURANCE CLIENT ADVISORY TEAM

For strategy & analytics inquiries: Insurance_Strategy_and_Analytics@jpmorgan.com

Matt Heintz
North America
matthew.j.heintz@jpmorgan.com

Rick Wei
Asia ex-Japan 
rick.x.wei@jpmorgan.com

 

 

Mark Oldcorn
EMEA
mark.oldcorn@jpmorgan.com

J.P. Morgan Asset Management

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The value of investments may go down as well as up and investors may not get back the full amount invested.

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