Asset Outsourcing Exchange

The Insurance Asset Outsourcing Exchange compiles information about third party insurance general account investment management that is not available from any other source. The Exchange promotes fact-based decision making by gathering information from insurance companies and investment managers, aggregating and analyzing data, and sharing it with Exchange participants.

Outsourcing momentum continues

The asset mix of outsourced investment mandates in 2011 reflects insurance companies' changing investment needs. See Insurance Asset Tracker for details...

Access thought leadership

Link to white papers from leading insurance asset managers and consultants.

Find the right manager!

Implement a more effective RFP or RFI for investment management services. Use our RFP template.

Insurance Asset Tracker - Outsourced Mandate Database

Provides a clear understanding of insurance asset outsourcing practices/trends, the investment managers hired for specific types of mandates, and services used by insurance companies.

Insurance Asset Outsourcing Research

Helps investment managers understand insurance companies' investment needs; helps insurance companies understand peers’ investment and outsourcing practices.

Topics are addressed by popular demand and include asset management fee data specific to asset class/style; insurance companies’ investment goals and strategies; insurance companies’ manager selection and evaluation practices; outsourcing practices and trends.

Information Exchange

Access current thought leadership. Link to industry thought leaders’ white papers and articles addressing current investment issues facing insurance companies.

Generate effective RFPs/RFIs. Learn best practices in generating RFPs and RFIs. Leverage RFP template for third party investment managers to generate your own RFPs/RFIs.

Contact investment managers and consultants. Access insurance asset managers’ and consultants’ contact information and websites.