We take a disciplined and collaborative approach in the pursuit of portfolio solutions that are continuously and properly aligned with overall enterprise-wide objectives.
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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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 . . .
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. . . .
The Increasing Use of ETFs by Insurance Companies
Last September, we posted a note highlighting the overwhelmingly positive motivation for considering the use of exchange traded funds (ETFs) by insurance companies...