InsurerCIO provides an easy-to-use platform for insurers to develop in-depth reports and analysis of their portfolio. By providing actionable intelligence with our investment reporting analyses, insurers are provided an opportunity to better understand their investments, without the requirement of a full advisory relationship with their consultant. With InsurerCIO’s new analytic features, insurers can discover new ways to look at their portfolio, while also finding new questions to ask that will lead to better financial results.

1. ACTIONABLE INTELLIGENCE
FEATURES AND BENEFITS
Analyze – How should you be
reviewing your portfolio?
Discovery - What should you be
asking your investment manager? How is your risk appetite reflected in your investment strategy?
Performance – How is your portfolio
really performing against a
benchmark?
Compare – How does your portfolio
compare to similar insurers?
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IMMEDIATE Whether or data and QUARTERLY INVESTMENT REVIEW
InsurerCIO’s Quarterly Investment Review provides each client with an in-depth,
quarterly review of their portfolio, providing a summary of the markets and
performance of the insurer’s investments. With this review, insurers are provided with a brief, yet detailed snapshot of their portfolio’s performance. They are also able to see what activities in the financial landscape have affected their investments and what to closely pay attention to in future quarters.
Contact Us
Eriver Eugenio
Marketing Specialist
eeugenio@saai.com
Alton Cogert
President & CEO
acogert@saai.com
360-255-2500
About Us
InsurerCIO is
affiliated with
Strategic Asset
Alliance, an
investment
consulting firm that exclusively serves the insurance industry.
SAA’s mission is to improve the financial results of our insurance company clients.
Investments are not separate pieces of the
insurance puzzle, they are integral parts of a successful insurance operation.
PEER REVIEW & ANALYSIS
As provided by public filings,
InsurerCIO provides a comparison to insurers that are closest to yours based upon a formula that considers factors, such as lines of business and portfolio size.
This can be used as a starting point to discover how your investment strategy differs from your peer’s and why.
ACTIONABLE INTELLIGENCE FOR YOUR INSURER’S INVESTMENT PORTFOLIO
DISCOVER VALUE BEYOND THE TYPICAL INVESTMENT REPORTING PACKAGE
InsurerCIO provides an easy-to-use platform for insurers to develop in-depth reports and analysis of their portfolio. By providing actionable intelligence with our investment
reporting analyses, insurers are provided an opportunity to better understand their
investments, without the requirement of a full advisory relationship with their
consultant. With InsurerCIO’s new analytic features, insurers can discover new ways to look at their portfolio, while also finding new questions to ask that will lead to better financial results.
FOR MORE INFORMATION AND TO SEE SAMPLE CHARTS VISIT WWW.INSURERCIO.COM“Actionable Intelligence for you Insurer’s Investment Portfolio
Provided by Strategic Asset Alliance
InsurerCIO
TM