Constellation Investments excels in providing premier asset management solutions tailored for insurance platforms. With over $30 billion in assets under management, encompassing both general and separate account assets, we are committed to guiding our insurance clients toward financial success. Our solutions are built on the precision and expertise of sector specialists, each with a proven track record across various asset classes, helping our clients achieve their investment goals.
At Constellation Investments, we understand the unique challenges and opportunities within the insurance sector. Our team of dedicated professionals leverages deep industry knowledge and innovative strategies to deliver customized investment solutions. We prioritize risk management and regulatory compliance that aim to help our clients’ portfolios to not only be profitable but also secure and sustainable.
Capabilities
Multi-Asset Expertise
We invest across a diverse range of assets, including private and public investment-grade corporates, municipal bonds, direct lending, structured credit, private and public asset-backed investments, fund financing solutions, corporate solutions, residential whole loans, commercial mortgage loans and private equity.
Customized Strategic Asset Allocation
We utilize proprietary models to tailor solutions that meet the unique needs of our insurance clients. Our approach considers asset risk, relative value, asset liability management (ALM) goals, accounting, regulatory, capital and tax considerations.
Complex Asset Liability Management Expertise
Our team has strong liability management, asset management, derivatives and stochastic modeling experience, enabling us to implement effective ALM strategies across various market scenarios and regulatory jurisdictions.
Extensive Asset Sourcing Relationships
We leverage our extensive industry relationships to source niche investment opportunities that seek to deliver incremental risk-adjusted returns.
Structuring Expertise
We possess a deep understanding of insurance regulatory capital regulations and have extensive structuring expertise. This allows us to create custom solutions that enable the efficient ownership of high-quality assets in a capital-efficient manner.
Open Architecture Framework
Our open architecture allows us to complement internal capabilities with the ability to leverage third-party asset management relationships, where needed, to help achieve the best possible outcomes for clients.
Comprehensive Investment Strategies
We offer a diverse range of mutual fund solutions, each designed to cater to specific investment goals, from growth-oriented strategies to income-focused approaches. Our expertise spans equity funds, fixed income funds and balanced funds.
Active Management with a Disciplined Approach
Our active management philosophy combines in-depth market research, economic analysis and a disciplined investment approach. We utilize a top-down quantitative framework for asset allocation and utilize specific sector expertise for individual asset selection.
Risk Management Expertise
We understand the importance of protecting your capital while seeking growth. Our robust risk management process focuses on diversification across asset classes to help minimize volatility. We also have strong derivative expertise to enhance potential return while also minimizing risk.
Open Architecture Framework
Our open architecture allows us to complement internal capabilities with the ability to leverage third-party asset management relationships, where needed, to help achieve the best possible outcomes for clients.
© 2024 Constellation Insurance, Inc. |
One Financial Way Cincinnati, Ohio 45242 | 800.366.6654
