CLIENTS WE SERVE

Insurance

Built by an insurer, for insurers. We help clients align portfolio strategy with liabilities, capital requirements, regulatory needs and long-term objectives.

Solutions for Insurance Portfolios

Integrated insurance solutions that align portfolio strategy, capital objectives, risk needs and client priorities.

Capital efficiency at scale

Solutions informed by NAIC, state regulatory, Solvency II, BMA, APAC RBC, S&P, AM Best and other frameworks plus client context, aligning investment strategy with capital objectives.

Income objectives 

Coordinated access to public and private markets that aims to support income needs across market environments.

Asset-liability alignment 

Strategies structured through deep collaboration to reflect each insurer’s liabilities, duration needs, cash flows and risk profile.

Differentiated access

Coordinated access to global public and private market opportunities through integrated sourcing, structuring and client coverage.

Insurance client AUM1

$549B

Unaffiliated Insurance client AUM2

$125B

Clients1

150+

Platform built on insurance heritage 

Insurance is foundational to MIM’s investment approach. With more than 150 years3 of investing insurance assets, we bring deep experience across the liability structures, capital requirements, accounting considerations and regulatory oversight that shape insurer portfolios.

One platform, integrated capabilities

We connect strategic asset allocation, portfolio construction, ALM and capital framework insight with access to public and private fixed income, direct lending, leveraged credit, real estate, equity, derivatives and structured products. Supported by investment professionals across 19 countries/regions and 35 offices worldwide, we combine global reach, local market perspectives and insurance insight to help clients design and implement solutions aligned with their strategic priorities and operating environment.

Collaborative engagement model 

From client engagement to origination, structuring and implementation, we aim to operate as an extension of our clients’ teams. This partnership model brings together insurance strategists, portfolio managers and solutions specialists to support balance sheet objectives over time.

 

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Our Leadership Team

Kerry O’Brien
Head of Multi-Asset Solutions
Roland Blumberg
Senior Portfolio Manager, Insurance Asset Management
Eric G. Chan, CFA
Head of Global Derivatives and Structuring, Insurance Asset Management

Explore insurance portfolio solutions aligned to balance sheet objectives

Our insurance team connects strategic asset allocation, portfolio construction, ALM and capital framework insight with public and private market access across investment teams in 19 countries/regions and 35 offices worldwide. We work with insurers to align solutions with liability profiles, income needs, risk parameters, and regulatory and rating agency considerations.