We develop investment strategies and customized portfolio solutions alongside our insurance partners in the property & casualty, life, health, and alternative risk industries.
With over 25 years of experience, Sage understands that investment portfolios are constrained by company-specific financial objectives, tax strategies, actuarial considerations, capital requirements and regulatory regimes. In practice, each insurance company requires its own unique investment solution. Successful solutions demand a disciplined and collaborative approach to understand the role of investment risk as it relates to overall enterprise-wide objectives. As such, we provide our insurance-dedicated service team, investment expertise, risk management capabilities, and regulatory and rating agency engagement for the benefit of all our insurance partners.