Working with

With investment returns proving increasingly important to insurance companies in today’s lower-rate world, bfinance focuses on bringing best-in-class asset management expertise to our insurance clients. During recent years we have worked to address the implications of Solvency II, improve yields, reduce fees and implement alternative investments.


Insurer Invesment Survey

Insurers Investment Trends

A detailed look at key changes in insurance firms’ investment portfolios, risk exposures and resourcing / implementation.

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Improving investment outcomes

Both Life and Non-Life insurers are seeking to create more efficient investment portfolios, improving risk-adjusted returns while matching liability profiles and satisfying relevant regulatory constraints. Firms have largely remained well-capitalised through the 21st century, despite the increasing incidence of man-made and natural disasters. Today’s macroeconomic and environmental challenges continue to drive further investment innovation.

Recent insurer engagements have highlighted the need for portfolio diversification, as well as a substantial shift towards ESG-oriented approaches. Finance Directors and Chief Investment Officers are increasingly focused on new and complementary investment strategies, many of which require additional specialist expertise.

Supporting insurers' needs

bfinance has been working with insurers since 2002. We are committed to meeting the specific investment implementation needs of each client, based on their own unique asset/liability profiles and capital constraints.

Acting as an extension of each insurer’s team, we offer flexible support in a range of areas. The most popular service for this client type is manager search and selection: through bfinance’s process, insurers can ensure that manager proposals and analysis are tailored to specific needs on topics such as credit quality, carbon footprint and capability to support in-house risk models. Manager searches for insurer clients have spanned a wide range of asset classes, ranging from traditional core fixed income and equities to infrastructure, private debt, real estate, private equity and multi asset.

Other popular services among our insure clients include ESG advisory, strategic portfolio design, fee reviews, risk analytics and operational due diligence. The majority of insurer clients have appointed bfinance to provide targeted assistance on a project basis (e.g. over 8-to-12 weeks), others receive ongoing long-term support.

Latest case studies

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The client, a Middle Eastern insurance company, sought to refine its Shariah-compliant strategic...

This investor was making their first allocation to global small-cap equities and willing to...

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