INVESTMENT SOLUTIONS FOR INSURERS 

We partner with insurers to deliver simply smarter insurance solutions.

Ensuring your investment portfolio evolves with your business

 

We partner with you to construct an investment strategy that can adapt with your business and risk appetite.

Some insurers choose to delegate investment management to us, whilst others use us to support their investment decision making.

Considering changes in the regulatory landscape

 

We help our clients by providing views on regulatory implications on investment decisions, for example, adhering with Prudent Person Principle and understanding capital treatment for assets.

Transparent facilitation of Solvency II reporting, including look-through reporting and indicative Market Risk capital estimates and how these may diversify with your Underwriting Risk.

In an age of digital disruption, insurers need to achieve cost efficiency

 

We work on behalf of our clients to efficiently manage their investment management costs, for example, negotiating fees and leveraging our fund platform to provide better economies of scale.

Some underwriters choose to delegate investment management to us, whilst others make use of our ESG monitoring, derivatives and dynamic asset allocation expertise.

Big institutional ideas for all of your insurance liabilities

 

We believe no insurer is too small to access institutional investment expertise.

We specialize in providing innovative solutions for insurers of all sizes.

This includes access to our best in class third party fund platform as well as bespoke insurance led investment ideas and multi-asset views.

Investment

Strategy

Setting investment objectives 

Defining risk appetite

Strategic Asset Allocation

Investment

Management & Advice

Tactical asset allocation

Market and investment views

Manager selection

Solvency II and regulatory support

 

 

Governance

ESG and sustainable investment considerations

Performance and risk reporting, including stress and scenario testing

Meeting attendance 

Governance documentation and Solvency II support

Why River and Mercantile?

Our differentiators can help support your unique business requirements

Insurance expertise

Dynamic investors

Integrated ESG

Questions?

James and Phil are here to answer your questions on our solutions for insurers.

James Walton

Director, Investments, US

James.Walton@riverandmercantile.com

+1 781 373 6957

Phil Gorgone

Managing Director, Investments, US

Phil.Gorgone@riverandmercantile.com

+1 781 373 6924