CASE STUDY

Impact of Investments on Surplus Volatility

A professional liability insurer had recently experienced an uptick in both the frequency and severity of claims activities. AAM assisted the client in determining an appropriate investment strategy by conducting a thorough Dynamic Financial Analysis review.

Two portfolios were considered, ultimately leading to a client considering reducing surplus risk and evaluating the purchase of additional reinsurance to shield the portfolio from a portfolio downgrade.

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Case Study: Impact of Investments on Surplus Volatility