Partnership Approach

Management of General Account funds

  • Liquidity management

  • Tactical asset allocation

  • Maintaining market beta

    Duration of investment strategy tailored to client needs

  • Equity focused for P&C company portfolios.

  • Fixed income focused for life company portfolios.

    Creation of Variable Annuity (“VA”) products

  • Algorithms and ETF choices can be optimized to target risk/return goals.

  • Specific benchmarks can be selected and targeted for VA product offerings.

    Asset Management

  • Asset Management business lines can utilize both core Equity and Fixed Income strategies.

  • FolioBeyond’s algorithms can form the basis for a wide range of products tailored to end-investor risk and term preferences.

Partnership Benefits

Low cost customized solutions for managing an insurance company’s general account.

NAIC-approved look-through capital treatment for Fixed Income ETF’s which will then facilitate efficient sector rebalancing.

Significant savings in cost and time versus resources required for in-house development of similar capabilities.

Higher expected risk-adjusted returns versus traditional actively managed market cap-weighted approaches.