Insurance Asset Management

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Insurance Asset Management

What We Offer

MetLife Investment Management leverages its global scale and footprint, deep insurance asset management expertise, rigorous risk management and strong credit culture to create value for insurance clients. In particular, our focus on managing credit risk has been a strong part of our DNA for over 150 years. Our organization is considered a thought leader both within the insurance space and across the broader fixed income markets.

MetLife Investment Management has seasoned investment teams that forge true, expert-to-expert partnerships with our clients. We believe this partnership helps foster better outcomes in differing investment environments.

MetLife Investment Management's Key Differentiators Include the Following:

  • Seasoned insurance investment professionals managing together through different market cycles.
  • MetLife Investment Management speaks the same language and understands the vocabulary of insurance asset management.
  • The portfolio managers and advisory teams are practitioners – they are insurance portfolio and asset liability management (ALM) managers that are accustomed to solving real insurance company problems.
  • MetLife Investment Management is intimately familiar with the objectives, constraints and opportunities that an insurance client faces, on both sides of the balance sheet.
  • MetLife Investment Management has developed, implemented and managed holistic portfolio and derivative strategies for the MetLife general account through a broad range of rate and credit market environments

Products and Services

  • Single sleeve investments
  • Multiple strategy portfolios
  • Outsourced CIO mandates
  • Insurance core mandate solutions leveraging MetLife Investment Management's global asset origination and portfolio management platforms.

Custom Insurance Advisory Services

Portfolio Optimization

We seek to maximize return objectives relative to agreed-upon risk levels in order to inform portfolio allocation and asset liability management positioning.

New Money (Pricing) Portfolio Construction

Our investment guidance approaches vary by product type based upon the relative impact of investment margins on profits and product competitiveness.

Asset-Liability Management

We determine the appropriate risk-return trade-off, taking into account a range of risk factors, including credit, interest rates, FX and more.

Product Development

We can engage in the development of new products in order to meet the unique goals and objectives of our clients.

Earnings Emergence Analysis

We conduct ongoing analysis to inform portfolio construction and ALM decision making by projecting estimates of earnings over meaningful market scenarios.

Liquidity Risk Analysis

  • Liability type (e.g., fixed annuity)
  • Legal entity working capital requirements
  • Regulatory requirements (cash flow testing)

Additional Advisory and Operational Services

  • Cash management
  • Collateral management
  • Derivative support
  • Financial projections
  • Governance framework

Investors should carefully consider their investment objectives, risks, fees, charges and expenses before investing any money. To obtain this and other information, please email icg@metlife.com to request more information. Please review the Terms of Use of this site for additional details.

Please note that MetLife Investment Management is currently only providing the customized insurance advisory services described herein to the MetLife general account.

MetLife Investment Management

This site is intended for professional investors only.

Please read our Terms of Use and the important disclosure below before proceeding.

By clicking Accept, you represent that you have read and understood our Terms of Use and the information below, you fall within a permitted category of investor and you are not in breach of any laws or regulations applicable to you by accessing this website.

The information contained in the website is not for use within any country or jurisdiction or with any persons where such use would constitute a violation of law.

United States

If you are a resident of, or are present in, the United States, you represent and warrant that you are (or are acting on behalf of) an “accredited investor” within the meaning of Rule 501 of Regulation D under the U.S. Securities Act of 1933, as amended, and a “qualified purchaser” within the meaning of Section 2(a)(51) of the U.S. Investment Company Act of 1940, as amended, and the rules thereunder.

United Kingdom

If you are a resident of, or are present in, the United Kingdom, you represent and warrant that you are (or are acting on behalf of) a “professional investor” as defined under the Markets in Financial Instruments Directive.

The information on this website (the “Information”) is issued by MetLife Investment Management Limited (“MIML”) for the purposes of providing information on products and services provided by MIML in the United Kingdom. The Information is not directed at persons in any other jurisdiction where the access to the Information may be contrary to applicable law or regulation.

The Information is not, and under no circumstances is it to be construed as constituting or forming an offer or solicitation to purchase or subscribe for securities or interests in any jurisdiction.

MIML is authorised and regulated in the United Kingdom by the Financial Conduct Authority under no. 623761.

As an FCA regulated entity MIML is subject to the restriction in section 238 of the Financial Services and Markets Act 2000 (“FSMA”) and the guidance set out in part 8 of the Perimeter Guidance Manual on the promotion of collective investment schemes. Therefore, any Information relating to any such scheme is directed only at persons in the United Kingdom in respect of whom exemptions from section 238 apply, including (but not limited to): (i) persons falling within any of the categories of “Investment Professionals” as defined in article 14(5) of the Financial Services and Markets Act 2000 (Promotion of Collective Investment Schemes) (Exemptions) Order 2001 (the “PCIS Order”); (ii) persons falling within any the categories of persons described in article 22 of the PCIS Order; (iii) persons falling within the categories of “certified high net worth individual” described in Article 21 of the PCIS Order or “self-certified sophisticated investor” described in Article 23A of the PCIS order; (iv) persons falling within any categories of persons described in COBS 4.12 of the FCA Handbook and (v) any other person to whom it may be lawfully directed. Persons of any other description should not view or act upon the Information.

European Economic Area

If you are a resident of, or are present in, the European Economic Area, you represent and warrant that you are (or are acting on behalf of) a “professional investor” as defined under the Markets in Financial Instruments Directive.

The Information may constitute “marketing” in the EEA as defined in the Alternative Investment Fund Managers Directive (2011/61/EU) (“AIFMD”). The Information is only directed at investors in an EEA jurisdiction where marketing may lawfully take place, including where the manager of the applicable fund is appropriately registered or authorised under AIFMD or where such investors have contacted the manager at their own initiative in jurisdictions where “reverse solicitations” are permitted.

In respect of any managed account or segregated mandates, information is issued by MIML. MIML is authorised and regulated in the United Kingdom by the Financial Conduct Authority under no. 623761, and benefits from MiFID passporting rights into a number of EEA jurisdictions.

Hong Kong S.A.R.

If you are a resident of, or are present in, Hong Kong S.A.R., you represent and warrant that you are (or are acting on behalf of) a “professional investor” as defined in Part 1 of Schedule 1 to the Securities and Finance Ordinance.

MetLife Limited is an authorised insurer in Hong Kong S.A.R. under the Insurance Ordinance (Cap. 41 of the Laws of Hong Kong S.A.R.) of classes A, C, and D of long term insurance business in Hong Kong S.A.R.

Metropolitan Life Insurance Company of Hong Kong S.A.R. Limited is an authorised insurer under the Insurance Ordinance of class A of long term insurance business in Hong Kong S.A.R.

MetLife Investments Asia Limited (CE No. ADY079) is licensed under the Securities and Futures Ordinance (Cap. 571 of the Laws of Hong Kong S.A.R.) to carry on a business in Type 1 (dealing in securities), Type 4 (advising on securities) and Type 9 (asset management) regulated activities in Hong Kong S.A.R., and may only provide its services to persons who are “professional investors” as defined in Part 1 of Schedule 1 to the Securities and Futures Ordinance.

Certain content on this website relating to the securities and securities related services offered in Hong Kong S.A.R. by MetLife Limited, Metropolitan Life Insurance Company of Hong Kong Limited and MetLife Investments Asia Limited is intended for and directed at “professional investors” (as defined above).

The content of this website does not constitute an invitation to invest in or an offer of the securities or securities related services mentioned herein, in Hong Kong S.A.R. or elsewhere.

This website has not been reviewed by any regulatory authority in Hong Kong S.A.R. If you are in any doubt about any of the content on this website, you should obtain independent professional advice.

Japan

If you are a resident of, or are present in, Japan, you represent and warrant that you are (or are acting on behalf of) a “qualified institutional investor” or a “professional investor” as defined under the Financial Instruments and Exchange Law.

This website and the information herein are not targeted at investors in Japan. The MetLife Investment Management entities may not be registered in Japan and may not intend to offer any services to investors in Japan.

Please note that for customers in Japan, our group generally offers services through MetLife Asset Management Corp. For further assistance, please see http://investments.metlife.com/regulatory-disclosures/metLife-asset-management-corp-Japan/ (in Japanese).

All Other Jurisdictions

If you are a resident of, or are present in, any jurisdiction not listed above, you represent and warrant that you are (or are acting on behalf of) a Professional Investor or equivalent under the applicable regulation of your jurisdiction; you are knowledgeable regarding, and have expertise in making, investments; and you make investments as a regular part of your business.

General Information

This website is operated by MetLife Investment Management. The information contained herein is intended to provide you with an understanding of the depth and breadth of MIM’s investment management services and investment management experience. This is for informational purposes and does not constitute a recommendation regarding any investments or the provision of any investment advice, or constitute any form or part of any advertisement of, offer for sale or subscription of, solicitation or invitation of any offer or recommendation to purchase or subscribe for any securities or investment advisory services. It is not MIM’s intention to provide, and you may not rely on this document as providing, a complete or comprehensive analysis of MIM’s investment portfolio, investment strategies or investment recommendations.

The presentation of MetLife Investment Management products on these web pages as well as the dissemination of the given information may depend on local regulations. This website is not directed at individuals or organizations for whom the promotion of such products or information would be unlawful or prohibited under the relevant domestic law. Investors must inform themselves about the laws and restrictions which are applicable to them and act accordingly. Any securities mentioned on these web pages are only offered in jurisdictions where promotion and sales of their shares is permitted.

Risk Statement

All investments involve investment risk, the value of investments and any income from them may go down as well as up and you may not get back all of your original investment. Past performance is not a guarantee or reliable indicator of future results. No representation is being made that any investment will or is likely to achieve profits or losses or that significant losses will be avoided. There can be no assurance that investments similar to those described on this website will be available in the future and no representation is made that future investments managed by MetLife Investment Management will have similar returns to those presented herein. If you are in any doubt as to the suitability of an investment to you, you should consult an appropriate professional advisor.

This website may contain or incorporate by reference information that includes or is based upon forward-looking statements. Forward-looking statements give expectations or forecasts of future events. These statements can be identified by the fact that they do not relate strictly to historical or current facts. They use words and terms such as “anticipate”, “estimate”, “expect”, “project”, “intend”, “plan”, “believe”, “will”, and other words and terms of similar meaning, or are tied to future periods in connection with a discussion of future performance. Forward-looking statements are based on MIM’s assumptions and current expectations, which may be inaccurate, and on the current economic environment which may change. These statements are not guarantees of future performance. They involve a number of risks and uncertainties that are difficult to predict. Results could differ materially from those expressed or implied in the forward-looking statements.

Liability

Information on this website does not provide a complete summary or analysis of potentially relevant matters and may be based, among other things, on historic information or information available at a given time or unverified third party information which may change or be or become inaccurate, and no assurance is given as to its accuracy completeness or reliability.

Under no circumstances, including, but not limited to, negligence, shall MetLife Investment Management or another MetLife entity be liable for any special or consequential damages that result from the access or use of, or the inability to access or use, the materials on this website.