Asset Allocation Analysis

About 80-90% of your company's investment performance will be decided by your portfolio's asset allocation. Thus, choosing the correct asset allocation is probably the most important investment decision you will make. Nowadays, it seems that every investment professional you meet has a solution to asset allocation for insurers. We take a slightly different view, focused on achieving your company's goals and objectives - not some theoretical efficient frontier gobbledygook.

Key Benefits:

Asset allocation analyses are performed considering all of the unique constraints and objectives of insurance companies: The regulators limit certain asset classes, the rating agencies frown on other types of asset concentrations, while your Board may have certain biases. All the while, you must stay focused on meeting the company's goals and objectives.

Asset allocation is performed with a focus on maximizing income (return) on risk adjusted capital: SAA uses an asset allocation approach called ROE Investing(tm). This analysis provides detailed asset allocation strategies designed to maximize return on risk adjusted capital for any given product line. The analysis is performed over different interest rate and economic scenarios.

Asset allocation is integrated with your product strategies: SAA believes that any asset allocation analysis must be tested inside an asset/liability management model to determine how asset and product strategies will interrelate to impact your bottom line.

Strategic Asset Alliance, 435 Martin Street, Ste. 2020, Blaine, WA 98230. Tel: 360-332-1839; Fax: 360-332-1040.