Insurance Investment Governance
We are trying to help insurers improve “HOW” they make investments decisions, not “WHAT” they currently invest in. Based on our collective experience, we believe there are numerous potential benefits to having this third-party evaluation done; from potential improvement to their investment results, to being able to better articulate the investment decision-making process to regulators and rating agencies. We will focus on six key areas.
Overall Governance Framework
IPS, investment goals/objective, limits/constraints, committee membership, committee evaluation, organizational context, implementation plan
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Authorities & Responsibilities
Identification of all parties, linkage of roles, identification of voids/gaps, effectiveness of communication.
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Best Practice Reporting
Governance agenda; format of information; consistency with goals, inputs, and committee's responsibilities
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Portfolio Rebalancing
Strategic framework, people/functions involved, design, metrics, quantitative/qualitative aspects, integration with Risk, implementation.
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Risk Framework
People/functions involved, design, metrics, quantitative/qualitative aspects, integration with Strategy, implementation.
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John J. Gauthier, CFA
John and the JJG Advisory network works together with your company’s management team and board of directors to review all your financial materials and compile analysis and results. We present observations and recommendations for improvement with specific action plans and timelines for implementation.
We work together with your company to improve HOW you make investment decisions, not WHAT you invest in.