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As continental Europe emerges from one of the sharpest economic retractions in living memory, German, Swiss, and Austrian based insurance groups are looking to take the opportunity to re-build and re-allocate portfolios for a new era of market growth, fiscal, and monetary policy approaches. With central banks carefully watching inflation rates, and social groups increasingly protesting with their wallets, new investment opportunities and risks are emerging that DACH based insurers need to carefully manage through sophisticated asset allocation strategies.

The second annual Insurance Asset Management, DACH report, brings together the views of heads of investment, finance and treasury, plus heads of investment risk and operations at DACH based insurance groups. The report will explore through detailed white papers, insightful interview articles, and summaries of discussion based panel debates how those charged with maximising returns whilst carefully controlling investment risks are taking meaningful decisions to influence the outcome of portfolio returns on balance sheet and general account assets.

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SECTION 1: NAVIGATING MARKETS AND POLITICS TODAY

1.1 WHITEPAPER: Germany's constitutional court: Reincarnation under the climate veil of ignorance

  • Markus Zimmer, Senior ESG Economist at Allianz

1.2 WHITEPAPER: Reflecting on a career of market cycles

  • Interviewer: Padraig Floyd, Contributing Editor, Clear Path Analysis
  • Interviewee: Jerome Jean Haegeli, Group Chief Economist, Swiss Re

SECTION 2: OPTIMISING PORTFOLIO ALLOCATIONS

2.1 WHITEPAPER: Evaluating yields on traditional asset classes - are they still meeting returns targets and what could potentially replace them moving forwards?

Moderator: Padraig Floyd, Contributing Editor, Clear Path Analysis

Panellists:

  • Kirill Savrassov, Senior Vice-President & CEO, Phoenix CRetro
  • William Gibbons, Senior Consultant for European Insurance Investment, Mercer
  • Esty Dwek, Head of Global Market Strategy, Natixis Investment Managers
  • Kevin Petrovcik, Senior Client Portfolio Manager, Invesco

2.1 INTERVIEW: The new core fixed income - an expanding set of investment opportunities

Interviewer: Noel Hillmann, Chief Executive Officer, Clear Path Analysis

Interviewees:

  • Ouaile El Fetouhi, Head of Portfolio Construction, Natixis IM Solutions
  • Esty Dwek, Head of Global Market Strategy, Natixis IM Solutions
  • Olivier Trecco, Co-Head of ESG Solutions, Natixis IM Solutions

Markus Zimmer

Senior ESG Economist, Allianz

Jerome Jean Haegeli

Group Chief Economist, Swiss Re

Kirill Savrassov

Senior Vice-President & CEO, Phoenix CRetro

William Gibbons

Senior Consultant For European Insurance Investment, Mercer

Esty Dwek

Head of Global Market Strategy, Natixis Investment Managers

Kevin Petrovcik

Senior Client Portfolio Manager, Invesco

Ouaile El Fetouhi

Head of Portfolio Construction, Natixis IM Solutions

Olivier Trecco

Co-Head of ESG Solutions, Natixis IM Solutions

Invesco is a leading independent investment management firm, managing $1,404bn in assets* globally. With a deep understanding of the insurance sector and experience in insurance investment management, we work closely with insurance companies to achieve their specific investment objectives. We manage over $100bn of insurance assets** and have a deep knowledge of our insurance clients and their evolving needs.

Our aim is to develop customised solutions for our insurance clients. Focusing on specific clients’ goals, our Invesco insurance investment solutions team looks to optimise investment returns for both policyholders and shareholders under specific insurance constraints: liabilities, accounting earnings, regulatory capital, reporting and risk management.

Invesco can deliver customised insurance investment solutions across a variety of asset classes including fixed income, equities, ETFs, alternatives, real estate and cash management.

Our multi-affiliate approach connects you to the independent thinking and focused expertise of more than 20 active managers. Ranked among the world’s largest asset managers1, we deliver a diverse range of solutions across asset classes, styles, and vehicles. We’re dedicated to advancing sustainable finance and developing innovative ESG products. We consult and partner with our clients, and continually evaluate markets and assumptions to ensure their strategy delivers on long-term goals.

1 Cerulli Quantitative Update: Global Markets 2020 ranked Natixis Investment Managers as the 17th largest asset manager in the world based on assets under management as of December 31, 2019.

Mercer is the world’s largest independent insurance investment advisor1. We help insurance clients design and implement capital-aware strategies to optimise their asset portfolio, manage their core strategies across public and private assets, as well as passive and active approaches and integrate responsible investing.

Whether insurers wish to execute their own decisions through their in-house team on a leading-edge infrastructure, are seeking out highly rated managers or a combination of both, Mercer can help.

1 The Insurance-Focused Investment Consultant Compendium, October 2020. $423 billion under advisement across 118 clients globally.