Both investment managers and insurance portfolios have grown increasingly complex over the past few years.  M&A activity between the two has also accelerated, forcing the newly combined entities to figure out the best way to integrate disparate, overlapping and redundant systems as well as address redundant or overlapping operations and staff. Legacy technology and inefficient operating models can quickly erode any increase in revenue or margin garnered from such deals.

Insurance investment managers have a vested interest in achieving predictable returns, which means maintaining a risk-averse portfolio focused on traditional investments. Countless beneficiaries depend on insurance investment managers to make the right decisions as they invest premiums for growth. However, amidst the persistent low-interest environment, yields on “traditional” investments are simply insufficient.