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Barnett Waddingham
0333 11 11 222
Investment issues are increasingly important to insurer profitability and risk management.  We provide a market-leading range of insurance specific advice on investment issues and can also provide investment governance support through our outsourced investment function offering.

Solvency II

Investment issues are increasingly important to insurer profitability and risk management.  Yields are low and returns on different asset classes are volatile. Solvency II introduces the Prudent Person Principle and requires firms to identify, measure, monitor, manage, control and report their investment risks.  This requires all firms to have access to investment expertise to challenge asset managers and to have appropriate governance and reporting frameworks in place.

We provide a market-leading range of insurance specific advice on investment issues and can also provide investment governance support through our outsourced investment function offering.  We have insurance-specific investment experts as well as being able to leverage the wider experience of our Investment Services team.

In addition our SCR calculation tool, Siimplify, can be used by Chief Investment Officers and Asset Managers to quickly assess the SCR of a particular fund or change in strategy.

  • providing an outsourced Chief Investment Officer Service
  • Solvency II Compliance Analysis
  • asset allocation advice
  • asset-liability matching and derivative strategy exercises
  • risk appetite and risk limits advice
  • manager selection and benchmarking
  • asset modelling (including assumptions)
  • reporting and management information advice

Who we help

Clients range from small to medium firms looking for a full range of expert advice and support to the largest firms who are typically looking for independent expert input and review.

Related knowledge and resources

Blogs

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    Our annual investment conference took place in January, with our much anticipated keynote speaker, Alastair Campbell, sharing his views on current political themes, all of which will be the major force on investment markets during 2017.

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    Our annual report on with-profits investment performance and strategy contains information on one-year returns over 2015 and trends in asset allocations. This blog focusses on the three-year performance figures to best judge funds on their performance.

  • Picture for Look-through of funds? It’s still murky
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    EIOPA is not expected to offer any further clarity in terms of applying proportionality to the principle of look-through of assets. Scott Eason looks at a recent Investment Association seminar to see what other European practitioners are doing.

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