Client Experience
At AAM, we know that no two insurance companies are alike. That’s why we customize our approach for each client, providing tailored solutions and proactive service to help them achieve better long-term results.
From Goals to Results
What it's like to work with AAM
Identify Objectives and Constraints
We start by understanding your financial profile, risk appetite, and constraints—then use modeling tools to shape a strategy that fits your goals and regulatory needs.
Construct Customized Portfolio
Strategic and tactical allocation come together to build portfolios that align with your objectives—driven by deep insurance expertise, active sector rotation, and disciplined security selection.
Monitor
Portfolio Risk
Report and
Review Progress
Dialogue with management, board presentations, and reviews of key objectives create an opportunity to take a fresh look at each portfolio to ensure it still aligns with your overall organizational development. All powered by the flexible Clearwater Analytics engine.
Expanding Beyond Fixed Income
Can we title this something more exciting like – Expanding Beyond Fixed Income — Outsourcing has long supported finance teams, often referred to in asset management … OCIO. At AAM, we take a hands-on, modeling-driven approach, helping insurers allocate across asset classes. We complement our fixed income expertise with trusted partners for strategies like convertible bonds (Zazove Associates), commercial mortgage loans (Affinius Capital Management), IG private credit (Securian Asset Management), and high yield, bank loans, and private credit (Muzinich & Company). Our goal: build portfolios that maximize income, manage risk, and support surplus growth across the full investment landscape.
Managing Risk, Supporting Growth
Increased scrutiny from regulators, rating agencies, and auditors is forcing insurers to quantify and account for firm-wide risks. AAM can help frame the various components of investment risk within the broader context of the organization’s Enterprise Risk Management (ERM) plan.
A cornerstone of AAM’s ERM approach is the development of a Dynamic Financial Analysis Model. This flexible capital allocation model helps clients to evaluate the importance of a successful investment strategy for enhancing firm value.
Supporting Insurers Through Investment Accounting and Reporting
Investment accounting for insurance companies is complex, demanding a nuanced understanding of changing GAAP and FAS rules and a thorough knowledge of many types of reporting required by this industry. At AAM, we make it easy for you to manage these complex demands with streamlined accounting services and seasoned expertise. We have specialized in serving the insurance industry for nearly three decades, developing a detailed knowledge of accounting and reporting issues. AAM combines the expertise of in-house investment accounting experts with the efficiency and flexibility of the Clearwater Analytics engine.
Insurance Services that Go Beyond the Portfolio
Managing insurance assets takes more than investment expertise—it requires a partner who understands your business. AAM works exclusively with insurers, giving us the insight to offer strategic advice on issues that impact your operations, capital, and long-term goals. From streamlining reporting and accounting to providing market intelligence, modeling, and peer analysis, our insurance services are designed to support smarter decisions and stronger outcomes across your organization.