Skip to main content
logo
  • Products

    Investment Vehicles

    • ETFs
    • Commingled Funds
  • Investment Strategies

    Investment Options

    • Alternatives
    • Beta Strategies
    • Equities
    • Fixed Income
    • Global Liquidity
    • Multi-Asset Solutions
    • Commingled Funds

    Capabilities & Solutions

    • ETFs
    • Global Insurance Solutions
    • Liability-Driven Investing
    • Pension Strategy & Analytics
    • Outsourced CIO
    • Retirement Plan Solutions
    • Sustainable Investing
  • Insights

    Market Insights

    • Market Insights Overview
    • Eye on the Market
    • Guide to the Markets
    • Guide to Alternatives
    • Market Updates

    Portfolio Insights

    • Portfolio Insights Overview
    • Alternatives
    • Asset Class Views
    • Currency
    • Equity
    • Fixed Income
    • Long-Term Capital Market Assumptions
    • Portfolio Strategy
    • Sustainable Investing Insights
    • Strategic Investment Advisory Group

    Retirement Insights

    • Retirement Insights Overview
    • Guide to Retirement
    • Defined Contribution
  • Resources
    • Center for Investment Excellence Podcasts
    • Events & Webcasts
    • Insights App
    • Library
    • Taft-Hartley
    • Market Response Center
    • NEW: Morgan Institutional
  • About Us
    • Trusted Asset Manager
    • Diversity, Equity & Inclusion
    • Sustainable Investing
  • Contact us
  • English
  • Role
  • Country
  • Morgan Institutional
    Search
    Search
    Menu
    You are about to leave the site Close
    J.P. Morgan Asset Management’s website and/or mobile terms, privacy and security policies don't apply to the site or app you're about to visit. Please review its terms, privacy and security policies to see how they apply to you. J.P. Morgan Asset Management isn’t responsible for (and doesn't provide) any products, services or content at this third-party site or app, except for products and services that explicitly carry the J.P. Morgan Asset Management name.
    CONTINUE Go Back
    1. Global Insurance Solutions

    • LinkedIn Twitter Facebook
    jpm53766-global-insurance-bridge-hero-banner-2022

     

     

    Global insurance solutions

    Connecting insurers to the expertise of our global
    investment network.


    Dedicated support for insurance investors

    Partnering with our Global Insurance Solutions business provides access to our specialist team of insurance investors, strategists, client advisers and client service professionals, giving you the ability to customise investment strategies while benefiting from expert support on the issues most relevant to you.

    70+


    Dedicated insurance professionals

     

    $296bn


    Insurance assets under management

     

    61%


    AUM growth since 2017 YE from existing clients

     

    JP Morgan | UK Net Zero Freeforms

    Specialist insurance expertise

    We offer 360-degree servicing for insurance investors by working in partnership across four key areas: portfolio management; strategy and analytics; client advisory and account management; and accounting and reporting.

    Portfolio
    management

    From insurance-specialized, multi-sector fixed income solutions to a broad suite of alternatives and public equity offerings, we are able to design and implement customized balance sheet strategies across all major global asset classes.

    Strategy
    and analytics

    Gain perspective from insurance-specific strategic asset allocation recommendations and in-depth peer analyses, as well as asset liability and multi-entity capital optimization analysis.

    Client advisory and
    account management

    Benefit from a fully integrated client service approach. We have a dedicated team of over 70 professionals who work closely with insurers as strategic partners.

    Accounting and
    reporting

    Capitalise on comprehensive insurance accounting and regulatory reporting capabilities, including publications on important regulatory developments, and investment reporting that is compliant with insurance accounting.

    Portfolio Management

    Across JPMAM’s $2.3tn global investments platform, we engage most regularly with insurers across the following primary areas where we offer unique strengths:

    Fixed Income
    • 25 insurance-dedicated Portfolio Managers and Investment Specialists managing bespoke SMA mandates across all major core and plus sectors, and currencies
    • Of the $654bn managed by our Fixed Income team globally, ~20% is managed on behalf of insurance clients, who are a key pillar to our overall platform
    • Within plus sectors, our Emerging Markets Debt team is the largest provider to insurers globally with a >$55bn global platform across various formats and our $40bn High Yield team has delivered strong performance across corporates, bank loans, CLOs
    Open-end “Core” Alternatives
    • We have a broad suite of yield-focused, low volatility, open-end offerings across infrastructure, transportation leasing, and real estate debt and equity funds
    • With yield return targets in the 6-9% range, these diversifying offerings have resonated with insurance investors globally and in many cases these strategies enjoy regulatory capital benefits in various regimes around the world
    Other Alternatives
    • We offer a broad suite of private equity and private credit (both third party and in-house GPs), special situations, and timber strategies
    • Within private equity, we offer a comprehensive suite of solutions across directs, co-investments, and secondaries, and across investment stages (i.e. venture, growth, and buyout)
    Public Equities, Multi-Asset and REITs
    • With $649bn in equities under management, our broad range of strategies has delivered strong performance across regions, styles, market caps, and alpha targets
    • Our $245bn Multi-Asset platform offers both standard and bespoke solutions to insurers across a range of exposures, while accommodating insurance constraints
    • Our $77bn Beta Strategies team offers a suite of enhanced passive (e.g. factors, dividend-focused, volatility controlled, etc.), pure passive, and customized offerings
    • Within REITs, we are a multi-tranche manager offering bespoke solutions across equity, debt, and preferreds

    Strategy and analytics

    Multi-disciplined team located across the US, UK, Europe and Asia

    Tax, Accounting, Regulations and Capital (TARC)
    • Deep knowledge of relevant TARC considerations in all major insurance markets
    • Ability to model regulatory and rating agency capital and accounting volatility for varying asset allocations
    • Estimate impact of changes to TARC and provide guidance to insurers on how to respond to TARC changes
    • Advice on appropriate investment structure to achieve TARC goals
    Asset Allocation and ALM
    • Understanding of insurance liability variability and market sensitivity
    • Asset allocation analysis that accounts for all major factors that constrain insurers
    • Assumptions and methods for SAA, TAA as well as CUSIP level repositioning
    Peer/Industry Analysis and M&A Support
    • Industry leading analysis of US Statutory data leverages J.P. Morgan data on public and private assets
    • Scalable analysis of GAAP/IFRS financials
    • Assess portfolios related to companies targeted for acquisition or reinsurance deals
    Stress Testing and Risk Management
    • Historical and forward looking stress testing and impact on insurance specific metrics
    • Integration of asset and liability risks
    • Stress test impact to economic, accounting and capital metrics
    Thought Leadership
    • Timely updates on industry trends and developments
    • Huge number of client meetings ensures we have relevant insights and industry color

    Source: J.P Morgan Asset Management as of September 2022

    Client Advisory and Account Management

    Client advisor

    • We manage the overall client relationship, helping navigate resource available at J.P. Morgan and providing industry perspective and consultative advice
    • We understand the insurance business, including your unique investment objectives and constraints
    • We collectively meet with more than 450 insurers around the world every year which gives us unique insights into trends and ideas in the insurance industry
    • We keep clients abreast of new or compelling product offerings and industry developments

    Client account management

    • We are the main service contact for administrative, operational and legal items
    • We manage complex solutions for the life cycle of the client and partner with your JPMAM coverage team to provide best-in-class client service
    • We specialize in insurance companies and are familiar with the complex accounting, investment guideline constraints, and record keeping needs of insurers
    • We have experience in all of the world’s major insurance jurisdictions

    Accounting and Reporting

    Our comprehensive approach to accounting and reporting provides solutions to common challenges, allowing insurers to aggregate data, receive timely and reliable information and easily see the accounting impact of their investments, while providing access to a scalable that avoids spreadsheet dependency.

    Regulatory Insights
    • Track new developments in global insurance regulations and accounting standards through research and direct communication with regulators
    • Regularly produce publications detailing 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
    Outsourced Accounting Solutions
    • Support for multi-basis accounting needs – IFRS, local/national GAAP (e.g. UK GAAP, U.S. GAAP, German GAAP, etc.), U.S. Statutory
    • Regulatory reporting for quarterly and annual statement investment disclosures globally
    • Custody and general ledger feeds, reconciliations and audit support
    • Additional support:
      • Impairment, OTTI, ECL analysis, SPPI testing
      • Cash flow modeling, Shock analysis
      • 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

    Generally Accepted Accounting Principles (“GAAP”); Statutory Accounting Principles (“STAT”), International Financial Reporting Standards (“IFRS”)

    Insurance insights

    We offer 360-degree servicing for insurance investors by working in partnership across four key areas: portfolio management; strategy and analytics; client advisory and account management; and accounting and reporting.

    Explore more insights

    Strategy and analytics insights

    Building better carbon transition fixed income portfolios

    We highlight J.P. Morgan Asset Management’s unique active management approach to a carbon transition investment framework for fixed income assets, that is capable of harvesting opportunities while also reducing the risks involved in the transition to a low-carbon world.

    Read more

    1Q 2023 Global Fixed Income Insurance Quarterly

    See the latest bulletin from our GFICC Insurance team, with their debrief on relevant highlight from the most recent GFICC Insurance Quarterly (IQ) meeting.

    Read more

    A guide to fixed income ETF – NAIC statutory accounting and capital treatment

    Fixed income ETFs can be a useful tool for insurance investors. Through the use of systematic valuation, coupled with updated bond capital charges, insurers may also be able to take advantage of additional accounting and capital benefits.

    Read more

    Accounting and regulation insights

    NAIC 2022 Fall National Meeting

    CLOs, rated notes and other asset-backed securities remain in focus for regulators, as the oversight of bond investments intensifies.

    Read more

    NAIC 2022 Summer National Meeting

    Regulators plan significant regulatory changes to address CLOs and other asset-backed securities.

    Read more

    NAIC 2022 Spring National Meeting

    Regulators maintain focus on topical issues such as Schedule D bonds, revisions to investment RBC and related party relationships.

    Read more
    JP Morgan | Contact

    Contact the insurance client advisory team

    Joa Roux
    North America
    joa.roux@jpmorgan.com

    Mark Oldcorn
    EMEA
    mark.oldcorn@jpmorgan.com

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

    For strategy and analytics inquiries email: Strategy and Analytics at J.P. Morgan

    09yj220908101606

    J.P. Morgan Asset Management

    • About us
    • Investment stewardship
    • Privacy policy
    • Cookie policy
    • Binding corporate rules
    • Sitemap
    • Accessibility
    Opens LinkedIn site in new window
    J.P. Morgan

    • J.P. Morgan
    • JPMorgan Chase
    • Chase

    This website is a general communication being provided for informational purposes only. It is educational in nature and not designed to be a recommendation for any specific investment product, strategy, plan feature or other purposes. By receiving this communication you agree with the intended purpose described above. Any examples used in this material are generic, hypothetical and for illustration purposes only. None of J.P. Morgan Asset Management, its affiliates or representatives is suggesting that the recipient or any other person take a specific course of action or any action at all. Communications such as this are not impartial and are provided in connection with the advertising and marketing of products and services. Prior to making any investment or financial decisions, an investor should seek individualized advice from personal financial, legal, tax and other professionals that take into account all of the particular facts and circumstances of an investor's own situation.

    Opinions and statements of financial market trends that are based on current market conditions constitute our judgment and are subject to change without notice. We believe the information provided here is reliable but should not be assumed to be accurate or complete. The views and strategies described may not be suitable for all investors.

    INFORMATION REGARDING INVESTMENT ADVISORY SERVICES:   J.P. Morgan Asset Management is the brand for the asset management business of JPMorgan Chase & Co. and its affiliates worldwide. Investment Advisory Services  provided by J.P. Morgan Investment Management Inc.

    INFORMATION REGARDING MUTUAL FUNDS/ETF: Investors should carefully consider the investment objectives and risks as well as charges and expenses of a mutual fund or ETF before investing. The summary and full prospectuses contain this and other information about the mutual fund or ETF and should be read carefully before investing. To obtain a prospectus for Mutual Funds: Contact JPMorgan Distribution Services, Inc. at 1-800-480-4111 or download it from this site. Exchange Traded Funds: Call 1-844-4JPM-ETF or download it from this site.

    J.P. Morgan Funds and J.P. Morgan ETFs are distributed by JPMorgan Distribution Services, Inc., which is an affiliate of JPMorgan Chase & Co. Affiliates of JPMorgan Chase & Co. receive fees for providing various services to the funds. JPMorgan Distribution Services, Inc. is a member of FINRA  FINRA's BrokerCheck

    INFORMATION REGARDING COMMINGLED FUNDS: For additional information regarding the Commingled Pension Trust Funds of JPMorgan Chase Bank, N.A., please contact your J.P. Morgan Asset Management representative.

    The Commingled Pension Trust Funds of JPMorgan Chase Bank N.A. are collective trust funds established and maintained by JPMorgan Chase Bank, N.A. under a declaration of trust. The funds are not required to file a prospectus or registration statement with the SEC, and accordingly, neither is available. The funds are available only to certain qualified retirement plans and governmental plans and is not offered to the general public. Units of the funds are not bank deposits and are not insured or guaranteed by any bank, government entity, the FDIC or any other type of deposit insurance. You should carefully consider the investment objectives, risk, charges, and expenses of the fund before investing.

    INFORMATION FOR ALL SITE USERS: J.P. Morgan Asset Management is the brand name for the asset management business of JPMorgan Chase & Co. and its affiliates worldwide.

    NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE

    Telephone calls and electronic communications may be monitored and/or recorded.

    Personal data will be collected, stored and processed by J.P. Morgan Asset Management in accordance with our privacy policies at https://www.jpmorgan.com/privacy.

    If you are a person with a disability and need additional support in viewing the material, please call us at 1-800-343-1113 for assistance.

    READ IMPORTANT LEGAL INFORMATION. CLICK HERE >

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

    Copyright 2023 JPMorgan Chase & Co. All rights reserved.