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INSURANCE COMPANIES

PI�Resource's expertise supports the wide-ranging needs of life and P&C insurance companies. We are your partner from initiation to implementation. Please Contact Us regarding our services below or any other advisory needs.


INSURANCE ENTERPRISE RISK MANAGEMENT
RETURN ENHANCEMENT
RISK CONTROL
INSURANCE LIABILITY / SURPLUS MONITOR
MANAGER EVALUATION AND SELECTION






INSURANCE ENTERPRISE RISK MANAGEMENT
PI�Resource relies on extensive industry experience to manage total investment risk. We specialize in asset / liability management for setting investment strategy; however, we apply a holistic approach, integrating underwriting, claims, sales, dividend and actuarial policies in the investment process. PI�Resource tailors its innovative, patent-pending Pension Liability AllocationTM process to an insurance enterprise liability allocation approach in conducting its asset allocation studies.

RETURN ENHANCEMENT
PI�Resource can apply risk budgeting techniques onto its asset / liability management methodology to evaluate traditional issues such as active (versus passive) management, as well as emerging strategies such as alpha transport.

RISK CONTROL
PI�Resource specializes in the modeling and evaluation of risk-hedging measures. We can readily integrate strategies such as futures, interest rate swaps and swaptions, equity floors and collars into our asset / liability management process.

INSURANCE LIABILITY / SURPLUS MONITOR
Insurance companies can take advantage of PI�Resource's 360�SurplusRiskWatchTM, an addendum to your quarterly investment reports that highlights insurance liability and surplus metrics typically absent from the asset report.

MANAGER EVALUATION AND SELECTION
PI�Resource can evaluate your current investment manager lineup, compare manager alpha and tracking error to appropriate benchmarks, and assist in the managers' potential termination and replacement. We can evaluate and recommend alternatives to your current investment structure.