As a free to attend event for institutional asset owners, we’d like to thank our valued Summit Sponsors for their continued support of free-to-access learning and events for asset allocators and investment professionals.
Conning is a leading investment management firm with a long history of serving the insurance industry. Conning supports institutional investors, including insurers and pension plans, with investment solutions, risk modeling software, and industry research. Conning’s risk management software platform provides deeper insights for decision making, regulatory and rating agency compliance, and capital allocation. Founded in 1912, Conning has investment centers in Asia, Europe and North America.
Candriam, a multi-specialist asset manager with Euro 125 bn in AuM, offers global investments from its European management centers to clients based around the world. We are experts in institutional solutions, including insurance-specific management, and a pioneer in sustainable investing, with more than 20 years of experience.
DWS is among the leaders in the global insurance asset management business. We have demonstrated a commitment to the insurance market dating back to 1929 by taking a comprehensive partnership approach in developing customized investment solutions and programs for insurers. With insurance professionals located in key locations around the world, this differentiates us from many competitors and provides a basis for understanding the dynamics and complexities of insurance investing. With customized insurance fixed-income at the core, DWS is able to deliver multi-asset solutions in an insurance context by accessing an investment platform that includes active, passive, alternative, and cash strategies. The recipient of multiple awards* and with more than $277 billion in insurance-related assets under management (as of December 31, 2020), we are among the largest third-party managers of insurance portfolios worldwide, according to the Insurance Investment Outsourcing Exchange and Insurance AUM Journal.
Pantheon is a leading global private markets firm currently investing on behalf of more than 800 investors, including public and private pension plans, insurance companies, endowments and foundations. Pantheon has an established reputation across private market asset classes, including private equity, infrastructure and real assets, private debt and real estate, and covering all stages and geographies. As of September 30, 2021 Pantheon had $81.2 billion assets under management and advice and the firm currently has around 400 employees, including more than 115 investment professionals, located across its 10 global offices in London, San Francisco, New York, Chicago Hong Kong, Seoul, Bogotá, Tokyo, Dublin and Berlin. Pantheon is majority-owned by Affiliated Managers Group Inc. alongside senior members of the Pantheon team.
Aviva Investors is the global asset management business of Aviva plc. The business delivers investment management solutions, services and client-driven performance to clients worldwide. Aviva Investors operates in 14 countries in Asia Pacific, Europe, North America and the United Kingdom with assets under management of £346 billion in assets as at 30 June 2019.
MetLife Investment Management
MetLife Investment Management (MIM) enables insurance companies to leverage the 150-year history of our parent, MetLife, Inc., and partner together to invest on their behaves. MIM has a long track record of investing for insurance companies globally; we combine this experience with a client-centric approach and deep asset class expertise. Focused on managing private debt, real estate and public fixed income, we aim to create customized portfolio solutions across the risk spectrum, including income oriented, constrained portfolios as well as total return strategies. We listen first, strategize second, and collaborate constantly to meet clients’ long-term investment objectives. We are institutional, but far from typical.
Clearwater Analytics provides web-based investment accounting, reporting, and reconciliation services for insurers worldwide. Clearwater aggregates, reconciles, and reports on more than £989 billion assets across 25,000+ accounts daily. Clearwater is committed to continuous improvement and encourages insurers to rethink how they approach their Solvency II framework.
Egan-Jones Ratings started providing ratings in 1995 for the purpose of issuing timely, accurate ratings. The firm rapidly gained credibility by flagging the failures of Enron and WorldCom and has since established itself as a leading global provider of credit ratings. Egan-Jones is a Nationally Recognized Statistical Ratings Organization (NRSRO) and is recognized by the National Association of Insurance Commissioners (NAIC) as a Credit Rating Provider. Egan-Jones is also certified by the European Securities and Markets Authority (ESMA).
MSCI is a leading provider of critical decision support tools and services for the global investment community. With over 50 years of expertise in research, data and technology, we power better investment decisions by enabling clients to understand and analyze key drivers of risk and return and confidently build more effective portfolios. We create industry-leading research-enhanced solutions that clients use to gain insight into and improve transparency across the investment process.
At Syntrus Achmea, we finance, develop and invest in mortgages and real estate for institutional investors, such as insurance companies, pension funds and charities. We manage well over € 40 billion worth of assets for 70 clients. As a wholly owned subsidiary of Achmea B.V. and a member of the Achmea Group, Syntrus Achmea is committed to its cooperative identity, which helps us achieve responsible returns, sustainability, quality and transparency. Choosing Syntrus Achmea is choosing sustainable investments with financial and social returns.
State Street Global Advisors
For four decades, State Street Global Advisors has served the world’s governments, institutions and financial advisors. With a rigorous, risk-aware approach built on research, analysis and market-tested experience, we build from a breadth of index and active strategies to create cost-effective solutions. As stewards, we help portfolio companies see that what is fair for people and sustainable for the planet can deliver long-term performance. And, as pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest. As a result, we have become the world’s fourth-largest asset manager* with US $3.48 trillion† under our care. *Pensions & Investments Research Center, as of 12/31/21. †This figure is presented as June 30, 2022 and includes approximately $66.43 billion of assets with respect to SPDR products for which State Street Global Advisors Funds Distributors, LLC (SSGA FD) acts solely as the marketing agent. SSGA FD and State Street Global Advisors are affiliated.
Aegon Asset Management
Aegon Asset Management is an active global investor. Our 390 investment professionals manage and advise on assets of £271 billion (as of 30 June 2022) for a global client-base of pension plans, public funds, insurance companies, banks, wealth managers, family offices and foundations. We organise our investment capabilities around four focused investment platforms where we have deep asset-class expertise: fixed income, real assets, equities, and multi-asset & solutions. Each platform has dedicated teams, organized globally and committed to maximizing client benefit from their specialist areas. These platforms are supported by teams dedicated to responsible investing and multi-management.
For over 30 years, Cerulli has provided global asset and wealth management firms with unmatched, actionable insights. Headquartered in Boston with fully staffed offices in London and Singapore, Cerulli Associates is a global research and consulting firm that provides financial institutions with guidance in strategic positioning and new business development. Our analysts blend industry knowledge, original research, and data analysis to bring perspective to current market conditions and forecasts for future developments.
ICG Asset Managment
ICG are a London based global alternative asset manager, a member of the FTSE 100, with over 33 years' history and managing over €70bn of assets. We operate across structured and private equity, private debt, real assets, and credit. We develop long-term relationships with our business partners to deliver value for shareholders, clients and employees, and use our position of influence to benefit the environment and society. With a 30 year history in our flagship private markets strategy we have a strong track record in delivering alpha and downside protection through market cycles; we also have a reputation for innovation and pioneer new strategies where the market opportunity exists.
Asset managers rely on MandateWire's intelligence tool for information on institutional asset flows in Europe, North America, APAC, and India, the Middle East & Africa. By leveraging close relationships with leading institutional investors, MandateWire provides these asset managers with credible intelligence on investor strategies and business opportunities, and uniquely offers CRM integration.
Savvy Investor is the world’s fastest growing professional network for institutional investors, curating the best pensions and investment white papers from around the web and tailoring research to the interests of individual members. Launched in March 2015, the site already has over 5000 members, including pension funds, asset owners, investment managers and investment consultants.
Voya Investment Management
Voya Investment Management is the asset management business of Voya Financial, a Fortune 500 company with over 6,000 employees seeking to help clients plan, invest and protect their savings. Voya Investment Management manages approximately $252 billion1 in assets across fixed income, senior loans, equities, multi-asset strategies and solutions, private equity, and real assets. Drawing on over 40 years of experience and the expertise of 250+ investment professionals, the firm’s capabilities span traditional products and solutions as well as those that cannot be easily replicated by an index. At Voya Investment Management, a heritage of partnership and innovation serves clients at every step. 1 As of 3/31/2021. Voya Investment Management assets are calculated on a market value basis and include proprietary insurance general account assets of $42 billion. Platform assets will not total as Multi-Asset Solutions assets managed by external entities are included in the firm total but excluded from platform totals.