Governments & Insurance

We build customized portfolios focused on maximizing results for each valuable unit of risk and capital.

We bring deep experience to serving the unique investment needs of complex asset-and-liability-sensitive pools including insurance firms, government entities, and other trusts and investment portfolios. In doing so, we focus on maximizing results for each valuable unit of risk and capital. We think holistically, balancing the interaction of risk-hedging reserves and growth-oriented, surplus portfolios to optimal effect, and leveraging our firm’s full resources to the client’s best advantage.

We serve a diverse group of portfolios with complex asset and liability pools, including insurance firms; governments and sovereign wealth funds; pension plans; and settlement, NDT, and other specialized funds. Each client team is led by a senior investor and backed by expert investment professionals. Together, this team partners with each client to help refine strategic priorities and understand their trade-offs. This process helps us to ensure that every investment decision is informed by the portfolio’s unique requirements and reflects what we believe will most effectively achieve its goals.

To deliver the best ideas, we have built a global firm with experienced investors focused on sourcing and evaluating opportunities worldwide — including a full range of alternative assets, such as private equity, private debt, hedge funds, and real assets.  This breadth of experience and resources allows us to construct truly differentiated portfolios designed to help our clients reach their targets while reducing downside risk.

We also leverage our market presence and scale to negotiate favorable terms and fees with managers. To align ourselves with our clients’ interests, we do not offer proprietary, off-the-shelf investment products or accept payments to recommend managers’ products. We don’t have other business agendas that compete with our clients for our best ideas or for our focus on their best interests.

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