Insurance Companies - J.P. Morgan Institutional Asset Management

Empowering better decisions

The Strategy & Analytics team advises insurers on asset allocation and capital management while managing accounting, regulatory, rating agency and ALM and tax considerations.

Strategy & Analytics capabilities

	Asset Allocation Asset Liability Analysis / Benchmarking Flexible portfolio optimization Customized strategic and tactical asset allocation
	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
	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
	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
	Thought Leadership Leverage our global, multi-asset capabilities to provide deep capital markets insights and intellectual capital to inform investment decisions Access to exclusive publications, conferences, roundtables, webcasts and videos