Helping insurers optimise their asset yield and capital efficiency and meet their reporting requirements

Insurers have unique investment needs. On the one hand they need to generate sufficient returns on their assets to meet long-term commitments to policyholders. On the other, stringent regulation means that any investment risk needs to be balanced against solvency capital requirements and the potential for balance sheet volatility.

At Aberdeen Standard Investments, we’ve been helping insurers manage these challenges for almost 200 years. We provide access to a range of strategies and asset classes that target to help enhance the risk-adjusted return on a portfolio. Plus we provide a complete service to meet reporting and fiduciary requirements, including complete investment outsourcing where required.

Key Benefits

Proven partner for insurers

Clients range from global groups to specialist providers. All are supported by our dedicated insurance solutions team with extensive actuarial, reporting and risk management expertise.

From investment to reporting

We provide investment approaches from pooled to customised portfolios or complete investment outsourcing. A complete investment universe to help diversify risk while enhancing potential return includes active, quant, multi-asset, private market and alternative investment.

Insurers can also receive full asset and risk reporting. This includes comprehensive Solvency II reporting and an internal ratings process for private markets.

ESG Insurance

Insurance roundtable - May 2019

Insurance Survey

The barriers to insurers increasing allocations to external asset managers

The impact of technology on insurance investment strategy

200 Years of Asset Allocation

Insurance Roundtable

Fund Financing: an opportunity for insurers

What we offer our clients

Our team

Our insurance team is focused on managing relationships and developing innovative asset solutions for our clients. The team includes investment actuaries with in-depth knowledge of regulation, risk and actuarial matters. With extensive global insurance investment experience and expertise, the team works closely with our clients to build lasting investment solutions that deliver effective outcomes. Through ongoing client engagement, we aim to ensure that these investment solutions continue to meet their needs.

Comprehensive investment solutions

We understand that insurers have specific investment objectives. To help them meet these, we offer a comprehensive range of investment solutions, including:

  • pooled products across a wide range of asset classes
  • bespoke solutions tailored to individual client requirements
  • liability-aware mandates
  • fiduciary responsibilities within well-defined parameters.

All our solutions are supported by global investment capabilities that span a broad spectrum of traditional and non-traditional asset classes. As one of the world’s largest assets managers, we have experienced investment teams covering:

  • Fixed income
  • Private markets
  • Real estate
  • Client-driven and multi-manager solutions
  • Alternative investment strategies
  • Quantitative investing
  • Equities
  • Multi-asset
  • Liquidity

Our wide range of investment solutions is backed by our investment philosophy, disciplined risk management and shared commitment to a culture of investment excellence.

Asset and risk reporting

We understand the regulatory importance of providing detailed and timely reports. Our reporting capabilities include:

  • Risk and performance attribution
  • Fund and investment reporting
  • Asset data reporting.

In addition to this, we offer fund accounting and valuation services; transaction reporting; trade management; asset servicing; and unit pricing.

Celebrating success at the Insurance Asset Risk Awards

Investment innovation of the year

We are delighted to have started the year with the news that Aberdeen Standard Investments has been successful in two categories of the 2019 Insurance Asset Risk Awards.

The first award won was in the Investment Innovation of the Year category for the launch of a private markets fund financing strategy launched for the Phoenix Group. This provides investment grade, short duration loans to private markets funds in the earlier years of their life. The strategy is Solvency II compliant and enables investors to benefit from the illiquidity premium available in this type of investment.

Young professional of the year
The second award won was in the Young Professional of the Year category which went to Neo Mooki, Investment Director. Neo was recognised for working closely with our strategic partner, Phoenix Group, to develop and implement innovative capital efficient investment solutions that meet their specific needs, including the above-mentioned private markets fund financing strategy. Neo also worked separately to help develop ASI’s impact investment approach in private markets. These developments are examples of ASI’s ongoing innovation agenda in order to create additional value for our clients.

Our Team

Aileen Mathieson

Aileen Mathieson

Global Head of Insurance

Richard Pereira

Richard Pereira

Head of Global Insurance Asset Management

Bruce Porteous

Bruce Porteous

Investment Director, Insurance Specialist

Matthew Smith

Matthew Smith

Investment Director, Insurance Specialist

Risk warning
Risk warning - Investment involves risk. The value of investments, and the income from them, can go down as well as up and an investor may get back less than the amount invested. Past performance is not a guide to future results.