In-depth research reports, providing strategic insight and data
Insurance Risk Data offers a variety of reports to suit different needs. These vary from annual in-depth strategic research studies through to data-only reports and bespoke benchmarking studies. Reports are underpinned with data from the Insurance Risk Database, as well as data from a variety of other sources such as national regulators, EIOPA and proprietary data gathered from surveys and interviews.
Insurance Risk Data's inaugural research report on Bermudian insurers' investment patterns and performance, and outsourcing habits. Insurance Investment Outsourcing Opportunities & Performance - Bermuda 2022 is more than 100 pages long, contains more than 70 exhibits, and has detailed information and analysis of investment outsourcing by more than 100 insurers, naming the underwriters and the managers they engage, various details of funds/mandates they use, their investment size and investment performance. This listing reveals the latest outsourcing habits, manager engagements/changes, asset classes being delegated, and recent returns from various asset classes, at named insurers
The fourth comprehensive annual report on how insurers in Europe including Switzerland, in Bermuda and at Lloyd’s syndicates invest, and outsource their investing activity. 295 pages and 130 exhibits, providing analysis on themes, such as the impact of ESG on investment outsourcing as well as granular detail of investment outsourcing activity for over 1,300 individual insurers, including details such as size of General Account and unit-linked assets, mandates, managers used, details of mandates, mandate/manager changes and names of investment decision-makers. Ideal for investment managers, asset managers and consultants involved in insurance investment strategy, planning, analysis, research, business development, sales and marketing
Insurance Risk Data’s annual Insurance General Account Benchmarking Report - EEA and Switzerland 2021 report + Excel data Chartbook has unrivalled insight into how insurers Europe-wide invest their general accounts, including in real assets. Across 140 exhibits and 121 pages, the report details allocations to property, private equity, mortgages/loans and other asset classes by general account size bands, insurer country, type, Solvency II model, matching adjustment use, and more, in 2019 and 2020. With this report CIOs and their service providers have focused peer groups to benchmark portfolios and mandate plans.
Europe and Bermuda Insurance Investment Performance Report – 2021, published now, has details and analysis of the 2020 general account investment returns, and allocation plans for 2021, including to real assets, from more than 200 insurers. Across 173 pages and 144 exhibits the report provides unprecedented insight into how general accounts and CIOs in Europe, Bermuda and at Lloyd’s syndicates have performed. The report reveals numerous insurers’ allocations, top-ups and commencement plans for green/other infrastructure, property, and other real assets. There are also results of more than 1,000 investment sensitivity tests, and chapters dedicated to Bermudian insurers, fund-based investing and reinsurers.
The third comprehensive annual report on how insurers in Europe including Switzerland, in Bermuda and at Lloyd’s syndicates invest, and outsource the investing activity. The report’s 240 pages and 150 exhibits are filled with pivotal data and analysis, and give asset managers and other service providers to insurers the market intelligence they need on how and where the insurers invest their general accounts; and why, how and to which managers nearly 1,300 specific insurers outsource their investing.
Covid-19 will be etched into the minds of insurance CIOs in future, alongside 2008/09 and the eurozone crisis. Almost without exception the industry's executives have rushed to emphasise their companies' prudent investment portfolios, hedging and other protective measures in place, and the liquidity available in cash and readily saleable general account holdings.