Insurance
Asset Management
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| Portfolio
Highlights:
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Over
40 years of combined insurance investment expertise |
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Portfolios
designed to meet insurance-specific challenges |
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Portfolios
look to maximize yield and total return within identified
business constraints |
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Process
integrates liability management and daily operating cash flows
with the investment management process |
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Portfolio
Highlights
Investment Philosophy
Investment
Process
Insurance
Specific Services
Dedicated
Investment
Professionals
Meet
the Investment Team
Available Styles
Interested
in This Style? |
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| Investment Philosophy:
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| Denver
Investment Advisors provides a full spectrum of asset management services to
a broad range of insurance companies. We have first-hand experience
investing insurance assets in a wide array of fixed income mandates
We
apply a total return approach to our insurance
company mandates, subject to the individual
constraints that a client may impose. Our specialty is building a
portfolio to meet your objectives. The uniquely constrained
portfolios of insurance entities, with varying book yield, gain/loss,
income and total return objectives, incorporate our unique capabilities to achieve the client’s desired goals.
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| Investment
Process:
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investment process optimizes returns in a constrained environment. We
recognize that insurance companies operate in an environment constrained
by influences over which they have little control, including regulators,
rating agencies, accounting, and tax and income requirements. To address
these external pressures, our professionals have experience in both the
insurance and investment management industries, allowing us to deliver
our insurance knowledge as an overlay to Denver Investment Advisors’
proven investment approaches. In essence, Denver Investment Advisors’
investment management services for insurance clients combine our
top-tier investment capabilities with our in-depth understanding of the
investment issues facing insurers. We understand in more depth each
client’s liability and business issues and combine it with our focus
on the capital markets. As a team, we are able to optimize investment
performance within each client’s predetermined portfolio risk
tolerance and return requirements.
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| Insurance
Specific Services:
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As
part of an investment management assignment we are able to provide the
following services that can be customized in any combination to meet
individual company needs.
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Assist in
the development of a cash flow forecast to better understand
opportunity and constraints on the portfolio |
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Asset
allocation studies to determine optimal performance within
prescribed risk tolerance and statutory limitations |
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Participation
in asset liability management to meet long term financial goals |
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Create or
modify Investment Policy Guidelines |
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Investment
Accounting and Reporting |
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* Monthly
journal entry preparation for all investment activity |
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* Monthly
management reporting on performance |
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Quarterly Schedule D reporting files and information |
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* Annual
Schedule D reporting files and information |
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* Other
reports to support Risk Based Capital calculations, credit
rating
inquiries from A.M. Best or Standard & Poor’s |
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Preparation of financial statement, investment-related footnotes |
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Advanced performance attribution and measurement reporting |
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| Investment
Professionals:
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Our investment
professionals are dedicated to Insurance Asset Management. Success in the
insurance asset management business is measured one relationship at a
time. As such, we have developed a unique client service model:
we have a dedicated investment team within the firm focusing on
the insurance marketplace. This group of professionals understands the
unique needs of insurers and brings expertise in the following areas:
insurance industry, investment management, asset/liability modeling,
credit analysis, and operational support.
Client
communication and strategic relationships are extremely important at
Denver Investment Advisors. We work closely with our clients to develop
investment strategies that truly meet their needs. Detailed discussions
about business mix, future plans, and management’s requirements and
vision are integral to the modeling and portfolio construction process.
The result is customized attention to the client from a firm that has an
enduring legacy of strong performance results. We interact frequently
with our clients and encourage strong communications both on an informal
and formal basis.
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| Meet
the Investment Team:
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The majority of our insurance clients
seek our fixed-income expertise. However, we do manage assets with our
equity products as well. Click here to find out about our investment
team's experience.
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Available Performance Styles:
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While all of our investment styles are
available to insurance clients, the following styles are most widely
used by insurance companies. In addition to these composite styles, we
can customize a portfolio to fit your specific needs. Click here for more
information on all the products we offer.
See complete Notes on Performance
here.
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Interested
in These Capabilities?
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If your state insurance regulations prohibit you from investing in non-dividend paying stocks, visit our domestic equity Small-Cap Value product which is purely a portfolio of dividend-paying investments.
Find out how to invest in our Insurance
Asset Management investing style by contacting Ken Harris at kharris@denveria.com
or at 303-312-5145.
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