Winthrop Capital Management has extensive experience managing portfolios for insurance companies. Our team works alongside management, actuaries and consultants to help solve complex investment challenges through a full-service approach, which includes proprietary thought leadership, proprietary technology and reporting, comprehensive investment services, and customized investment solutions.
We realize that every insurance client is inherently unique and requires customized investment strategies and services to meet their specific needs. We can execute investment operations ranging from an outsourced investment function to a nondiscretionary investment manager under your current investment function. Winthrop provides a tailored approach to insurance investment management, seeking to complement your capabilities and partner to help achieve your company’s investment goals.
Our expertise extends across multiple asset classes:
We work with each client to develop a comprehensive portfolio strategy across a wide range of asset classes. Our capabilities extend to Schedule BA, Schedule DB and Schedule B assets, including negotiating default settlements and forbearance agreements, managing draw schedules, orchestrating and executing hedge programs and completing third-party manager due diligence.
Portfolios can be customized to meet the company’s capital constraints, asset class restrictions, duration matched portfolio, or quality mandate.
We execute all trading, trade settlement, and reconciliation on behalf of our insurance clients. Our well-trained traders execute all trades according to our internal trading policies & procedures process.
We function as a full-service outsourced Chief Investment Officer (OCIO) and operations team, supporting your investment processes at a detailed level. This includes communication with auditors and state insurance departments, coordination with investment accountants and actuaries, investment product design, strategic asset allocation, and more.
Our approach to investment program design is strategic and customizable. We work in conjunction with leadership to build a structure fit to support your business.
We believe that the most effective way to manage risk in an insurance portfolio is to start with the liabilities. We begin our investment process with an in-depth analysis of the company’s liability portfolio.
Winthrop leverages proprietary risk management tools alongside a highly disciplined investment process to build a portfolio that meets each client’s specific risk profile and investment goals.
Our proprietary software allows us to segment the investment portfolio relative to the liabilities in order to better identify and manage risk.
Clients have direct access to investment professionals on our team to help with account-specific and industry-related questions.
Members of our team are dedicated to learning your business and working with you directly to deliver effective solutions.
Our team supports each insurance client through a regularly scheduled investment committee to review transactions, portfolio structure, funding levels, and discuss initiatives in the portfolio.
We organize and run the investment committee meetings and provide detailed materials that can be leveraged as a governance tool.
Meeting frequency, level of detail, type of reporting can be customized to meet clients' needs.
A cornerstone of Winthrop’s Insurance Capabilities is our proprietary software, WOMBAT™, which includes functionality specific to supporting Insurance Investment Operations. This tool allows us to track and analyze complex insurance portfolios and present complicated information through Insurance-Specific portfolio reporting including:
Our leaders have a broad experience working in the investment industry, and we have a deep understanding of industry governance and regulations. We are experienced in reviewing insurance investment portfolios, investment processes and risk management procedures.
Our team has experience working with State Insurance Departments and other insurance companies around issues including:
To learn more about how we can support your insurance investment management needs, contact us at (317) 663-7500 today.