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The Insurance Asset Management, DACH Report 2020 follows the Insurance Asset Management DACH Virtual Summit, and will explore the increasingly imaginative investment strategies that DACH-based investment, risk and treasury representatives from insurers have had to formulate due to market turmoil and on-going political change.

The interest surrounding asset classes such as private markets, ESG, and real asset investments continues to linger and create increasingly saturated markets, while the search for yield continues. DACH insurer groups are faced with the challenge of how to appropriately evolve their investment strategies, as well as middle and back-office operations, to ensure positive asset management department outcomes for their organisations, while facing a global pandemic that has led to a remote working environment.

This report brings together, Chief Risk Managers, Senior Investment Strategists and Chief Economists from leading insurers and regulatory organisations in the DACH region. They discuss higher-level themes such as, a macro outlook on geopolitical tensions and emerging risks, navigating the new digitalised landscape, and sustainable insurance, providing readers with a broad understanding of key issues impacting the insurance industry from perspectives they may not have considered beforehand.

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SECTION 1

MANAGING THE EVOLVING ECONOMIC AND MARKET ENVIRONMENT

1.1 WHITE PAPER: Sustainable Insurance: embracing global challenges, closing

protection gap’s

- Serap Gonulal, Lead Financial Sector Specialist, World Bank

1.2 ROUNDTABLE DEBATE: Avoiding the creation of asset bubbles while searching for yield –

where are insurers looking and what are the allocation factors?

- Tim Walker, Chief Risk Officer, Catalina Re

- Christoph Hofstetter, Capital Markets Expert, Vienna Insurance Group

SECTION 2

ADAPTING INVESTMENT RISK MANAGEMENT

2.1 ROUNDTABLE DEBATE: Is Solvency II old news? What implications can we expect

from the enforcement of IFRS17 and will this be as impactful as its regulatory

predecessor?

- Remo Cavegn, Allianz ONE.Finance Program Director, Allianz

- William Gibbons, Senior Consultant – European Insurance Investment, Mercer

- Arthur Frick, Senior Investment Strategist, AXA Insurance

2.2 WHITE PAPER: Measuring and managing carbon risk in equity investment portfolios

- Sponsor: Amundi Asset Management

SECTION 3

FUTURE GROWTH OPPORTUNITIES

3.1 WHITE PAPER: Navigating the new digitalised landscape - discussing opportunities, risk,

and regulation

- Tim Shakesby, Leader of the Conduct of Business Oversight Team, European Insurance and

Occupational Pensions Authority

3.2 WHITE PAPER: Observing growth and political risk: a macro outlook, geopolitical

tensions and emerging risks

- Stefan Schneider, Chief Economist, Deutsche Bank

3.3 WHITEPAPER: Opportunities in European bank loans post Covid-19

- Jens Vanbrabant, CFA Senior Portfolio Manager, Head of High Yield - Europe, WFAM Global

Fixed Income, Wells Fargo Asset Management

Serap Gonulal

Lead Financial Sector Specialist, World Bank

Felix Schlumpf

Head of Strategic Asset Allocation – Investment Management, Zurich Insurance

Tim Walker

Chief Risk Manager, Catalina Re

Christoph Hofstetter

Capital Markets Expert, Vienna Insurance Group

Remo Cavegn

Allianz ONE.Finance Program Director, Allianz

William Gibbons

Senior Consultant – European Insurance Investment, Mercer

Arthur Frick

Senior Investment Strategist, AXA Insurance

Tim Shakesby

Leader of the Conduct of Business Oversight Team, European Insurance and Occupational Pensions Authority

Stefan Schneider

Chief Economist, Deutsche Bank

Jens Vanbrabant

CFA Senior Portfolio Manager, Head of High Yield - Europe, WFAM Global Fixed Income, Wells Fargo Asset Management

At Wells Fargo Asset Management, we put the client at the centre of everything we do. Our commitment: Help clients achieve what matters most to them on their path to financial well-being. We do this by channelling the collective wisdom of our specialized investment teams (backed by over 500 investment professionals) into solutions designed to help meet clients’ goals. With more than $509 billion in assets under management* and offices around the world, Wells Fargo Asset Management has the resources and reach to help clients across the globe—be it institutions or intermediaries whose focus on the client is akin to our own.


*As of 31 December 2019

Amundi manages 1.653 trillion euros of assets across six main investment hubs. Amundi offers its clients in Europe, Asia-Pacific, the Middle East and the Americas a full range of capabilities across the active, passive and real assets investment universes. Headquartered in Paris, Amundi was listed in November 2015.


Thanks to its unique research capabilities and the skills of close to 4,500 team members, Amundi provides retail, institutional and corporate clients with innovative investment strategies and solutions tailored to their needs, targeted outcomes and risk profiles.

All our sponsorship packages are ‘tailor made’ to ensure complete success for our clients, so you can feel assured that your specific aims are being addressed. If you’re interested in any of the above benefits then please contact us below about sponsorship:

Call +44 (0) 207 1931 487 or send a message

By listening to those in the industry, we create a shortlist of individuals who most influence and inspire those around them and invite them to contribute to our reports and events by:

Contributing a thought piece on an issue raised in the market research

Participating in or moderating a roundtable with other industry leaders

Participating as an interviewer or interviewee

Producing a case study white paper written with a client or supplier

Taking part in a head to head debate with another respected industry professional.

Clear Path Analysis is always open to suggestions of suitable contributors for future topics.

Call +44 (0) 207 1931 487 or send a message

All our sponsorship packages are ‘tailor made’ to ensure complete success for our clients, so you can feel assured that your specific aims are being addressed. If you’re interested in any of the above benefits then please contact us below about sponsorship:

Call +44 (0) 207 1931 487 or send a message

All our sponsorship packages are ‘tailor made’ to ensure complete success for our clients, so you can feel assured that your specific aims are being addressed. If you’re interested in any of the above benefits then please contact us below about sponsorship:

Call +44 (0) 207 1931 487 or send a message