Build proprietary models based on historical data and practical judgement to create efficient frontiers that match investment capabilities with client needs

Create custom portfolios of securities that are designed to best meet our clients’ needs from a risk/return perspective

Use a flexible framework to solve a range of asset/liability management challenges such as cash flow projections, matching and hedging

Provide customized reporting and support accounting requirements

Consult on insurance regulatory disclosures and ratings agency questions, as well as risk-based capital calculations, based on the client’s geography*

Evaluate the potential effects on an institution’s financial condition based on well defined stress events

Manage portfolios against a custom liability/peer benchmark tailored to reflect a company’s needs