Top considerations for Canadian insurers
Canadian insurers operate in a distinct environment - but with a lot in common with their overseas counterparts.
Mercer’s top investment considerations for Insurers report highlights five key themes that insurers should consider to stay ahead in our ever-evolving industry – and our new video focuses on three themes of particular relevance to Canadian insurers:
- Balancing risks between underwriting and investment returns
- The emergence of semi-liquid and evergreen private market products
- The evolving climate disclosure environment
Watch our video where Andrew Berwick, Senior Investment Consultant, discusses these considerations and strategies Canadian insurers can take to navigate the evolving investment landscape.
We offer investment solutions for insurance companies of all sizes across the globe. Our research, advice, tools and implementation capabilities are designed to help you transform your investment program into a strategic differentiator. Use our research to inform your decisions or work with us to develop and execute your investment strategy, including integration of alternatives and sustainable investments.
Contact a Mercer consultant today to get started.
Effective portfolio management for insurance companies
Fluctuating interest rates, volatile risk premiums and rising inflation are some of the issues driving increased complexity for insurance investment portfolios. That’s why many insurers are looking for better ways to optimize their investments, increase income, grow surplus and properly align risk.
We believe that with the right expertise and structure, efficient operations, effective execution and lower costs1, an insurance company’s investment program can grow enterprise value and provide a competitive advantage.
Our role goes beyond seeking to simply beat a benchmark, but working with our clients to customize investment solutions to derive greater value from the investment portfolio through insurance-specific investment ideas, improved implementation, operational support, and the alignment of your portfolio with your specific regulatory, rating agency, liability, and liquidity requirements.
Leverage our breadth and depth
US $17.5 trillion in global assets under consulting advice1
US $617 billion in global assets under management2
More than 11,000 investment strategies rated3
1 June 30, 2024. The assets under advisement data (AUA Data) reported here include aggregated assets under advisement for Mercer Investments LLC [and its affiliated companies globally (Mercer)]. The AUA Data has been derived from a variety of sources, including, but not limited to, third-party custodians or investment managers, regulatory filings, and client self-reported data. Mercer has not independently verified the data sourced from third parties in compiling the AUA Data. Where available, the AUA Data are provided as of the date indicated (the Reporting Date). To the extent information was not available as of the Reporting Date; information from a date closest in time to the Reporting Date, which may be of a date more or less recent in time than the Reporting Date, was included in the AUA Data. The AUA Data include assets of clients that have engaged Mercer to provide ongoing advice. Global AUA includes clients that have engaged Mercer to provide project-based services at any time within the 12-month period ending on the Reporting Date, as well as assets of clients that subscribe to Mercer’s Manager Research database delivered through the MercerInsight® platform as of the Reporting Date.
2 December 31, 2024. The assets under management data (the AUM Data) reported here include aggregated assets for which Mercer Investments LLC [and its global affiliates] provide discretionary investment management services as of the dates indicated. With respect to certain commitment-based private funds managed by Mercer Investments LLC or its global affiliates, the AUM data includes committed but uncalled capital, which may also be reflected in client assets otherwise managed by Mercer Investments LLC or its global affiliates. The AUM Data reported here may differ from regulatory assets under management reported in the Form ADV for Mercer Investments. For regulatory assets under management, please see the Form ADV for Mercer Investments which is available upon request by contacting Compliance Department, Mercer Investments 99 High Street, Boston, MA 02110.
3 September 30, 2024