Portfolio Management

2024 Investment Outlook for U.S. Insurers: Managing Interest Rates & Risks
Risk Management 2024 Investment Outlook for U.S. Insurers: Managing Interest Rates & Risks

Navigating the financial landscape in 2024 poses unique challenges and opportunities for U.S. insurers. As they move into the second half of the year, the investment environment is shaped by persistent high interest rates, prudent asset management, and cautious navigation of an uncertain economy.

Maximizing Wealth: The Tax Benefits of Life Insurance Investments
Risk Management Maximizing Wealth: The Tax Benefits of Life Insurance Investments

The concept of leveraging life insurance policies as investment vehicles offers unique tax benefits that can significantly enhance wealth accumulation. By embedding index funds within life insurance, investors can exploit the potential for tax-free growth and a host of other financial planning

How are CIOs Revamping Insurance Investment Strategies?
Risk Management How are CIOs Revamping Insurance Investment Strategies?

In an era where economic certainties are continuously challenged, insurance company Chief Investment Officers (CIOs) are charting new territories with remarkable confidence. The compelling findings from a KKR survey highlight a strategic pivot from a conservative, liquidity-driven allocation to a

How Are Global Leaders Tackling Emerging Risks in 2024?
Risk Management How Are Global Leaders Tackling Emerging Risks in 2024?

In 2024, businesses face a challenging landscape, peppered with advanced technological developments, environmental changes, increasing cyber threats, and changing global politics. Leaders are adjusting their tactics to these complexities with sophisticated risk mitigation strategies. Rather than

How Does a Factor-Based Portfolio Strategy Work?
Risk Management How Does a Factor-Based Portfolio Strategy Work?

Investment strategies have seen a significant shift from traditional asset class focus to a more nuanced factor-based approach. This strategy emphasizes the need to consider various factors that significantly impact the performance, risk, and return of investments instead of just categorizing

Nicole Graham-Ponce Drives Innovation in Auto Finance at NextGear
Risk Management Nicole Graham-Ponce Drives Innovation in Auto Finance at NextGear

Nicole Graham-Ponce has been named Vice President of Portfolio Management at NextGear Capital, a subsidiary of Cox Automotive. Bringing a wealth of expertise from her almost three-decade-long career in the automotive industry, especially her significant tenure at Manheim, she is well-equipped to

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