Insurance Asset Management

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Insurance Asset Management

Specialized Insurance Experience

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Practical Portfolio Solutions

Powered by experience in integrating an ESG approach into our investment process as appropriate, we understand insurers’ capital and other constraints and can implement practical and sustainable portfolio solutions designed to help meet your unique needs and objectives.

Our Strengths Supporting Your Needs

MIM Insurance Investment Relationships

79: Total number of investors
142: Total number of mandates
$81.6B: General account AUM for unaffiliated insurance clients2,3
$638B: Total MIM AUM4

How We Work with Insurance Companies

Customized investment strategies tailored to the unique objectives and constraints of each individual insurer; MIM can manage highly constrained, income-oriented mandates as well as active, total return accounts, and the mandates that fall somewhere between these investment styles/objectives.

Our Capabilities

Representative MIM capabilities managed for insurance companies’ general accounts include the following private and public asset classes:

ASSET CLASSES

DESCRIPTION

MIM CAPABILITIES

Our Strategies

Private Capital

Private credit and equity strategies up and down the capital structure in difficult to access markets offering diversification, potential economic benefits, and contractual structural protections.

  • Corporate Private Placements
  • Infrastructure Debt
  • Private Structured Debt
  • Residential Whole Loans
  • Single Family Rentals
  • Middle Market Direct Lending
  • Private Equity

 

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Real Estate Debt

Our real estate debt team seeks high quality assets offering attractive yields across a diversified portfolio of property types and regions; Structures, solutions or vehicles seeking higher yields with increased capital efficiency may also be available 5.

  • Core
  • Core Plus

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Real Estate Equity

Real estate equity strategies seeking to grow current income and capital appreciation by investing in well-positioned properties in markets with favorable demographic and economic drivers; Structures, solutions or vehicles seeking higher yields with increased capital efficiency may also be available 5

  • Core
  • Core Plus
  • Opportunistic

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Public Fixed Income

Fixed income strategies seeking attractive risk-adjusted returns, while leveraging proprietary fundamental research and a deep credit underwriting culture; Structures, solutions or vehicles seeking higher yields with increased capital efficiency may also be available 5.

  • Bank Loans
  • Emerging Market Debt
  • High Yield
  • Investment Grade Corporates
  • Structured Products
  • Taxable Municipals

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Customized Insurance Advisory Solutions

Through close collaboration with our clients, we seek to understand their unique objectives and constraints to provide holistic portfolio solutions that address their strategic needs, challenges and opportunities. MIM’s Insurance Advisory & Solutions can provide the following services to its insurance clients:

Strategic asset allocation (SAA)

We can help establish an SAA framework, incorporating an insurer’s business profile and objectives, as well as our views on the macroeconomic outlook, asset sector fundamentals and relative value, to inform your portfolio allocation and investment strategy.

Portfolio optimization

Our team of actuaries and insurance specialists seek to develop an optimal asset allocation that seeks to maximize return objectives relative to risk and other portfolio constraints. Our portfolio optimization tool can be utilized for global insurance clients on both in-force portfolios and/or new money investments. We have global experience with optimizations having implemented customized portfolio solutions for affiliated and unaffiliated insurance clients in various regulatory capital regimes.

Product pricing / new money portfolio construction

We can utilize our investment expertise to support insurers’ product pricing process. This includes providing guidance on investment assumptions and portfolio construction and their potential impact on pricing hurdles, including the return on investment (ROI), while seeking to ensure a proper balance between your risk target, business, earnings and capital objectives.

Additional portfolio solutions

Our additional portfolio solutions include liquidity risk analysis, customized asset liability (ALM) solutions, portfolio stress testing, peer group analysis and others based on your needs and priorities.

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BROCHURE

Get in touch with a MetLife Investment Management professional

1 MIM has invested on behalf of the MetLife general account since 1875 and on behalf of third parties since 2009.

2 Investment is defined to include (i) each managed account for a third-party insurance company with a unique investment strategy and (ii) each investment by a third-party insurance company in a MIM- sponsored fund. Totals shown represent MIM’s overall relationships with insurance company investors; none of the investors included in such totals receive the customized insurance advisory services described elsewhere in this presentation.

3 AUM and investor count includes (i) each managed account for a third-party insurance company with a unique investment strategy and (ii) each investment by a third-party insurance company in a MIM- sponsored fund.

4 As of March 31, 2022. At estimated fair value. Includes all MetLife general account and separate account assets and unaffiliated/third-party assets managed by MIM. See Total AUM Fact Sheet for further information.

5 Capital efficiency refers to the RBC charge incurred as a result of holding a strategy within a structure, solution or vehicle relative to the actual or target return of the vehicle.