Insurance Portfolio Management

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Insurance Portfolio Management (IPM) defines our approach to servicing our clients. IPM effectively manages and measures the risk, expense and performance of insurance assets to hedge benefit liabilities. The process generates opportunities to mitigate risk, maximize returns and quantitatively benchmark insurance assets. IPM can include any of these services:

• Restructure an existing BOLI portfolio to mitigate credit risk, improve returns or improve asset/liability match
• Purchase of new BOLI to hedge an unfunded liability
• Service a BOLI portfolio to provide continuous monitoring, reporting and evolution to current market conditions

The process will:

• Reduce the long term costs of benefit plans
• Improve return on plan assets
• Reduce financial statement risk
• Minimize contractual surprises

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