OCTOBER 2020 WEBINAR
Building Alternatives Into Your Investment Allocation Strategy
Wednesday, October 21, 2020
2:00pm EDT | 1 CPE Credit
Paul Deeley | SVP and Regional Director of CapVisor Associates, LLC | capvisorassociates.com
This Session Will Focus On The Most Critical Decision An Insurance Company Can Make
For Their Investment Program: Strategic Asset Allocation.
The strategic asset allocation (SAA) decision accounts for more than 90% of the investment programs long term returns.
Most insurance companies are familiar and comfortable with stocks and bonds, however, diversification into sub-classes as well as “alternative”
investments can provide value to the overall investment program. Improving investment program diversification through the addition of
low or uncorrelated asset classes will improve risk-adjusted returns
Tom Kaehr | CFO and Treasurer of NAMIC Insurance Company, Inc. (NAMICO) | www.namicinsurance.com
Attendees leaving this event will be able to:
|1) Recognize the importance of, and principals behind, the strategic asset allocation (SAA) decision.
Case studies in Strategic Asset Allocation Optimization will be presented.
| 2) Identify the benefits of portfolio diversification are well understood, learn how improved asset class
diversification can improve risk-adjusted returns of your overall investment program.
| 3) Point out the implications for “alternative” investments (RBC, etc.).
Event CPE Information & Log In Details:
1 CPE CREDIT WILL BE OFFERED FOR THIS EVENT!
Field of Study: Accounting | Delivery Method: Group Internet Based & QAS Self Study
Program Level: Basic | Prerequisites: None | Advanced Preparation: None
See Page Footer for CPE Completion Requirements