Insurance asset management

Macquarie Group, through Delaware Investments, manages assets for insurance companies.

The team is experienced in varying aspects of the insurance business, including credit, regulatory, product, and economic climates.

Unlike many traditional money managers, the insurance asset management group at Delaware Investments understands the regulatory nature of the insurance industry and the unique implications of those regulations on asset management strategies.

Delaware offers clients the following services and solutions to meet a broad array of insurance asset management needs:

• rating agency preparation
• risk management benchmarking
• asset class expertise
• cash flow testing assistance
• regulatory assistance (filings, inquiries)
• tax and accounting assistance*
• risk management
• asset/liability management
• credit and indenture analysis
• reporting services (GAAP/STAT)
• cash management
• product development and pricing.

Delaware works in tandem with a trading desk and analytical team that has both buy-side and sell-side experience, focusing on our clients' goals and always making risk assessment a priority.

Delaware leverages relationships and asset knowledge to identify appropriate solutions in an attempt to position the portfolio to compensate for complex liabilities and meet investment income goals.

 

*Any discussion pertaining to taxes in this communication may be part of the promotion or marketing of a product. As provided for in government regulations, advice related to federal taxes that is contained in this communication is not intended or written to be used, and cannot be used, for the purpose of avoiding penalties under the Internal Revenue Code. Clients should seek advice based on their own particular circumstances from an independent tax advisor.

 

Delaware Investments, a member of Macquarie Group, refers to Delaware Management Holdings, Inc. and its subsidiaries. Macquarie Group refers to Macquarie Group Limited and its subsidiaries and affiliates worldwide.