Asset Allocation and Modeling

Insurance asset managers model an insurance company’s financials to align investment strategy with each client’s liabilities, capital position, and earnings objectives. At AAM, this modeling includes detailed analysis of asset and liability cash flows, surplus sensitivity, and regulatory capital impacts, combined with benchmarking against peer company performance. Leveraging experience managing assets for over 100 insurance clients, AAM uses this insight to deliver customized, data-driven portfolio solutions that enhance yield, optimize capital efficiency, and support long-term financial strength.

Key Asset Allocation and Modeling Team Members

Peter Wirtala, CFA

Principal and Insurance Strategist