NAIC Report: AAM Ranked in the Top 2 for New Client Growth
May 21, 2015
The NAIC Capital Markets Bureau, a publication sponsored by the NAIC’s Center for Insurance Policy & Research, released a report which reviewed growth trends in the insurance asset management industry. AAM is pleased to announce that the firm was ranked in the top 2 for new mandates from insurers. AAM President, John Schaefer, cited reasons for strong new client activity including “[AAM’s] focus on delivering exceptional client service, a nimble and broad investment platform, and continuing to expand our insurance asset & liability tools to assist with investment allocation decisions.”
For a copy of the report, please email firstname.lastname@example.org or contact your AAM representative.
Asset Allocation & Management Company, L.L.C. (AAM) is a Chicago-based insurance asset manager founded in 1982. The company manages $17.0 billion of insurance company assets and specializes in customized investments that fit each client’s objectives and requirements for yield, total return, risk and tax exposure. The firm offers specialty services such as accounting, tax modeling and enterprise risk management.
Disclaimer: Asset Allocation & Management Company, LLC (AAM) is an investment adviser registered with the Securities and Exchange Commission, specializing in fixed-income asset management services for insurance companies. Registration does not imply a certain level of skill or training. This information was developed using publicly available information, internally developed data and outside sources believed to be reliable. While all reasonable care has been taken to ensure that the facts stated and the opinions given are accurate, complete and reasonable, liability is expressly disclaimed by AAM and any affiliates (collectively known as “AAM”), and their representative officers and employees. This report has been prepared for informational purposes only and does not purport to represent a complete analysis of any security, company or industry discussed. Any opinions and/or recommendations expressed are subject to change without notice and should be considered only as part of a diversified portfolio. Any opinions and statements contained herein of financial market trends based on market conditions constitute our judgment. This material may contain projections or other forward-looking statements regarding future events, targets or expectations, and is only current as of the date indicated. There is no assurance that such events or targets will be achieved, and may be significantly different than that discussed here. The information presented, including any statements concerning financial market trends, is based on current market conditions, which will fluctuate and may be superseded by subsequent market events or for other reasons. Although the assumptions underlying the forward-looking statements that may be contained herein are believed to be reasonable they can be affected by inaccurate assumptions or by known or unknown risks and uncertainties. AAM assumes no duty to provide updates to any analysis contained herein. A complete list of investment recommendations made during the past year is available upon request. Past performance is not an indication of future returns. This information is distributed to recipients including AAM, any of which may have acted on the basis of the information, or may have an ownership interest in securities to which the information relates. It may also be distributed to clients of AAM, as well as to other recipients with whom no such client relationship exists. Providing this information does not, in and of itself, constitute a recommendation by AAM, nor does it imply that the purchase or sale of any security is suitable for the recipient. Investing in the bond market is subject to certain risks including market, interest-rate, issuer, credit, inflation, liquidity, valuation, volatility, prepayment and extension. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission.