Insurance Company Consulting Services
Objective and transparent investment solutions tailored to the specific portfolio goals and long-term mission of each insurance client.
Clients Served
Beacon Pointe consultants are proactive partners who seek to be an extension of a client’s internal staff. Each is dedicated to understanding all aspects of an insurance company’s investment objectives and works closely with their clients as well as other service providers critical to the process. Our broad array of institutional clients allows us to experience a significant number of investment objectives which provides us with the capability to fully comprehend an insurance company’s specific business, industry, and regulatory requirements.
Property and Casualty Companies
U.S. Mutual and Commercial Insurers
Captives
Risk Retention Groups
Alternative Risk Entities
The Beacon Pointe Process
As a fiduciary, Beacon Pointe utilizes a client-focused approach to provide investment advice intentionally separating the key duties of consultant, custodian, and asset manager to minimize conflicts of interest and, thereby, make decisions in the best interests of its clients. We also believe advising insurance companies requires a thorough understanding of the insurance underwriting activities and the relationship between the liability structure and the investment strategy.
Examine
Enterprise objectives
Establish
Asset allocation optimization while measuring risk exposure
Execute
Investment strategy
Investment program goals
Optimal investment structure
Oversight with comprehensive measurement systems
Investment Policy Statement
Investment Policy Strategy
Peer group comparisons to multiple measurement points
Service Offerings
The Beacon Pointe Institutional Consulting Services Group emphasizes the importance of process to understand each unique client, to design a customized strategy, and to oversee the investment portfolio. Beacon Pointe proactively partners with clients either in an advisory (non-discretionary) capacity, outsourced CIO (discretionary) capacity, or through a hybrid approach.
Understand client underwriting issues
Investment Policy and Review
Provide analytic quantitative asset allocation modeling
Performance review meetings with consultant
Attribution analysis of investment managers
Manager research screens for insurance knowledgeable managers
Board, committee, and staff education
Integration of investment plan with liability structure
Asset allocation design by internal actuary
Staff and client operational support
Fee negotiation and expense review
Clients are served by a team of dedicated investment professionals with an insurance industry expertise backed by analytics capable of addressing the challenges of the industry.
Connect with our Institutional Consulting Services Team.
We are here to be of service, guiding your organization to best achieve its desired investment goals and objectives. If you are looking for a trusted partner, please contact us.