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Client Experience

We believe AAM delivers differentiated and proactive service. We recognize that each insurance company is unique and requires a tailored set of services and support. This customization can result in better long term performance.

The AAM Investment Process

1. Identify Objectives and Constraints

In the first step of the investment process, we get to know your organization’s unique needs, from your current financial profile to your risk tolerance and appetite.

2. Construct Customized Portfolio

Strategic and Tactical asset allocation come together to create a portfolio designed to align with your investment objectives and your broader organizational goals.

3. Monitor Risk

With the support of our experienced research team, as well as internal systems, each portfolio is constantly monitored to ensure prudent risk management.

4. Report and Review

Dialogue with management, board presentations, and reviews of key objectives create an opportunity to take a fresh look at each portfolio to ensure it still aligns with your overall organizational development. All powered by the flexible Clearwater Analytics engine.

  • Asset Allocation Review
  • Enterprise Risk Management
  • Investment Accounting
  • Insurance Services & Tools

Outsourcing specific functions has been a component of finance teams for years and some in asset management talk about “OCIO,” which literally stands for “Outsourced Chief Investment Officer.” Practically it is a reference to an insurance company’s financial management team supplementing their capabilities through an outsourcer.  At AAM we call this Asset Allocation Review because, while AAM is recognized for our fixed income expertise, we also have built relationships with experienced managers for non-core assets.

Our partners include:

  • Zazove Associates, LLC for convertible bonds;
  • Securian Asset Management for private placements and commercial mortgage loans (CML); and,
  • Muzinich & Company for public high yield, bank loans and private middle market debt.

At AAM we build and manage investment portfolios for insurance companies, allocating across asset classes to attempt to maximize income and expected return net of fees.

Increased scrutiny from regulators, rating agencies, and auditors is forcing insurers to quantify and account for firm-wide risks.  AAM can help frame the various components of investment risk within the broader context of the organization’s Enterprise Risk Management (ERM) plan.

A cornerstone of AAM’s ERM approach is the development of a Dynamic Financial Analysis Model. This flexible capital allocation model helps clients to evaluate the importance of a successful investment strategy for enhancing firm value.

Investment accounting for insurance companies is complex, demanding a nuanced understanding of changing GAAP and FAS rules and a thorough knowledge of many types of reporting required by this industry. At AAM, we make it easy for you to manage these complex demands with streamlined accounting services and seasoned expertise. We have specialized in serving the insurance industry for nearly three decades, developing a detailed knowledge of accounting and reporting issues. AAM combines the expertise of in-house investment accounting experts with the efficiency and flexibility of the Clearwater Analytics engine.

AAM primarily works with insurance companies, creating robust expertise. A good investment partner should go beyond simply managing your portfolio, and we believe AAM has the insurance industry experience to consult on critical issues that support your business strategy and help streamline your reporting and accounting. Managing insurance company assets requires not just investment management expertise, but also a suite of services that support your business strategy. As an insurance industry specialist, we provide market intelligence and expertise as well as a wide-range of specialty services as part of a comprehensive investment management program.

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  • Investment Strategies
    • Investment Grade Fixed Income
    • Specialty Asset Classes
  • Our Clients
    • Client Experience
    • Sample RFP Download
  • Insights
    • Video
    • Webinar
    • News
    • Podcasts
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    • Our Team
    • Contact
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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. 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. *All figures shown are approximate and subject to change from quarter to quarter. **The accolades and awards highlighted herein are not statements of any advisory client and do not describe any experience with or endorsement of AAM as an investment adviser by any such client.

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