28 October 2020

Outsourcing research shows how European and Bermudian insurers invest

Insurance Risk Data – the data and research arm of InsuranceERM – has published a rich and detailed report titled Insurance Investment Outsourcing Opportunities - Europe and Bermuda 2021.

The report offers unprecedented insight into how insurers in Europe including Switzerland, Bermuda and all Lloyd’s syndicates invest their general accounts.

It also contains details, in tables spanning more than 100 pages, on outsourcing of investing by about 1,300 insurers, down to subsidiary level, including:

  • the asset class(es) being outsourced
  • the manager(s) running those investments
  • mandate terms and conditions, such as fees risk parameters, performance and length of service, as well as the type of insurer
  • the size of its general account and the regulatory model used

Where managers changed during 2019 through new engagements or dismissals, or the insurer is hunting for a manager or has changed its investment strategy, this is highlighted in the tables.

There are also narrative chapters analysing trends in outsourcing, and Covid-19’seffects on delegating. All this gives asset managers granular insight into how, why and to whom about 1,300 insurers outsource.

For Swiss insurers, details on alternative investments, investment expenses and net income are provided. For Bermudians, the class of insurer is also shown. And for Lloyd’s syndicates, there is data on investment volume, income, and expenditure on investing.

Granular data

The report also dissects in detail how insurers invest. For EEA and Swiss insurers, and reinsurers, the industry is broken into echelons of general account size. The average investment pattern for each bucket is shown – in more than 70 proprietary charts - and analysed in detail.

Investment managers can analyse and benchmark investments of a client or a prospect far more precisely than was ever possible before, within countries and between them.

There are also more than 1,000 details on how named insurers use funds and mandate structures, for specific asset classes. The outsourcing report commonly names the managers involved, the asset classes and any risk limits, plus the type of fund – from Ucits to Oeics, to Spezialfonds, FPCIs, OPCIs and FCTs – and performance details.

For details and a free sample of this report, contact [email protected]. To access Insurance Risk Data, click here.