Insurance

We develop investment strategies and customized portfolio solutions alongside our insurance partners in the property & casualty, life, health, and alternative risk industries.

Insurance Solutions


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.

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Featured Insights

Insurance

Climate Risk and the Insurance Industry

Earlier this month, The New York Times published a short note on wildfires and climate change, and their impact on the insurance industry in California. We view what’s . . .

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Podcasts

Practical Tips for Achieving Success with Insurance Clients

Sage Advisory’s Michael Walton and Greg Cobb discuss some practical tips for helping investment consultants be successful with insurance clients. They talk about how to. . . .

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Insurance

Insuring Disaster: The Largest Insurers Are Unprepared for Climate Risks

August 10, 2021 -- If the core business of insurance is the assessment, pricing, and management of risk, the industry is woefully unprepared in one key area – climate risk. 

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