Investment Management for Insurance Companies

Our company’s roots are in insurance asset management. We are the primary advisor to multiple insurance companies, including the subsidiaries of our parent company, Western & Southern Financial Group, as well as numerous unaffiliated insurance clients in the life and property & casualty industries.

With $50.6 billion¹ in insurance assets under management, we offer solutions across a diverse range of market sectors in both fixed income and public equity. Our solutions range from overall broad market portfolio management to yield-enhancing strategies through various sector-specific capabilities.

With a heritage of stewardship for the assets of a life insurance company, risk management is a foundational element in our approach. We apply fundamentally diligent processes for managing risk that are repeatable and value driven. We deeply believe that the measurement of risk and return, not forecasting, should drive investment decisions. 

While the core of our investment process relies on fundamental research, the application of various risk management techniques helps us believe that we are achieving clients’ goals in the most prudent manner possible. We believe our approach to risk management provides a unique value proposition for insurance clients.