Newport Beach, CA – (April 27, 2021) Beacon Pointe Advisors—an independent advisory firm dedicated to providing clients investment and financial guidance—and Peer Analytics—a consulting firm that provides investment risk and skill analytics to insurance companies—announced today that they are aligning to provide a powerful new set of tools and a fresh oversight perspective for Insurance Companies.
Together, the two companies are introducing new Insurance Company Consulting Services, which offer objective and transparent investment solutions tailored to each client’s specific objectives. Their combined institutional insurance consultative services include two innovative products from Peer Analytics—Enterprise Risk Analysis Relative to Peers (Asset Liability Modeling, DFA) and unique Equity and Fixed Income Factor Risk Models built for oversight.
Peer Company Risk Modeling allows insurance companies to evaluate surplus, net income, and capital adequacy risk positions, compare risk postures against those of its competitors and determine surplus/net income risk tolerance.
The Peer Analytics Equity and Fixed Income Factor Risk Models evaluate whether a portfolio is taking unintended systematic risks, if the portfolio’s performance shows statistical evidence of security selection skill, and whether a portfolio manager is taking enough security selection risk to compensate for active fees.
Together, the products provide insurance companies with tools to better manage risk, evaluate active managers, and optimize portfolio structure.
Garth Flint, Partner and Founder at Beacon Pointe, states, “We are very pleased to announce our alignment with Peer Analytics on these unique services for Insurance Companies. Peer Analytics has been assisting insurance companies with asset allocation and portfolio oversight for over twenty years and has the knowledge and expertise required to deliver actionable analytics to the Insurance Industry.”
David Newsom, Partner at Peer Analytics, agrees, “Beacon Pointe Advisors and Peer Analytics are the ideal combination to deliver Insurance Consulting Services. Beacon Pointe has extensive experience in both personal and institutional consulting and a reputation for thoughtful, objective, and client-focused investment advice.”
The new Insurance Consulting Services, including both financial models, are currently available through Beacon Pointe. For more information or to schedule a demo please contact: Garth Flint at (949) 370-3361.
About Beacon Pointe
Beacon Pointe Advisors is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation working with institutions, defined contribution plans, individuals, and families. The company’s focus is providing research-driven investments, allowing our clients to make important and informed strategic decisions. Beacon Pointe’s mission is to provide comprehensive, objective investment advice and financial guidance focused on asset preservation and enhancement through the implementation of sophisticated investment strategies and the selection of what we believe to be superior investment managers.
About Peer Analytics
Peer Analytics is proud to partner with Beacon Pointe to bring actionable predictive analytics to property-casualty and health insurers. Peer Analytics provides quantitative tools and consulting to assist insurance companies with investment portfolio risk and skill oversight, including equity portfolio risk and skill modeling, investment performance, strategy, and risk evaluation, peer company investment benchmarking, equity portfolio risk analysis and return attribution, DFA/ALM peer company risk analysis, and DFA/ALM and equity risk oversight models.