Insurance Assets

Helping you navigate through a new normal

As an insurer—whether you work with property and casualty, life, health care, worker’s compensation, or captive insurance assets—investment income is hard to obtain in today’s “lower for longer” rate environment. Couple that with pressure from underwriting profits, and you’re facing an uphill battle. 

How do you find opportunities for yield while keeping costs low, all within a risk-based capital lens?
It’s a complex mandate, and it’s becoming more specialized.

Callan can help you every step of the way. As one of the largest, independent investment consulting firms, we’ve advised some of the most sophisticated financial institutions on insurance assets for decades.

Our insurance governance framework supports all your needs. Whether it’s modeling a strategic asset allocation for the reserve and surplus; analyzing cash flows; staying abreast of regulatory complexities;

selecting and providing due diligence on asset managers; or meeting with your committees or boards as part of their fiduciary responsibility to shareholders.

Our experienced consultants along with our research experts in fixed income, equities and alternatives will work closely with you to ensure your investment program meets your current and future needs.

It’s our commitment to create a true investment partnership that keeps your needs and goals at the center of the conversation and ensures your success as we navigate through this new normal.

For institutional investors with insurance assets, it’s a challenge to:

Piggy Bank icon

Seek to lower costs

Sign icon

Navigate regulatory changes

Check mark icon

Conduct manager due diligence

Magnifying glass icon

Carefully consider risk

Shield icon

Manage fiduciary responsibilities

0 +

Years Callan has served insurance clients

~$ 0 billion

Insurance client assets under advisement

0 +

Years the Callan Institute has offered research and education to institutional investors

Services for insurance assets

Learn more about how Callan’s services can help you and your employees:

  • Reserve and surplus asset allocation
  • Manager evaluation and selection
  • Performance and risk monitoring
  • Cash flow analysis
  • Trust, custody, and securities lending
  • Alternatives consulting

Our people

Our people are our biggest strength and differentiator. We pride ourselves on a collaborative culture that supports a team-based approach to investment consulting, resulting in strong retention rates among our professionals and our clients.

Callan turns 50

Callan turned 50 in 2023, and we know who to thank for that. Our clients. 


New on the Blog
Asset 1

Research Library

Asset 2

Educational Events

Contact us to learn more.