Clear Path Analysis

As the year draws to a close, and we look forward to the festive break, we are reflecting on some key moments of 2024 which included the launch of the Insurance Investor European and North American Awards, and the inaugural awards ceremonies which surpassed our expectations on all accounts. This was in addition to our annual Insurance Investor Live summits in Chicago, London and New York which continue to grow and provide unparalleled learning and networking opportunities for the full decision-making unit in insurance asset and capital management. Thank you to our valued clients, contributors and delegate network for your continued support throughout the year. We have SO many exciting projects lined up for 2025, including a new event launch plus overall brand refresh and website re-launch! We look forward to further engaging with our clients and delegate network to create thought-provoking, impactful and actionable content, plus highlighting excellence in insurance asset, capital, and investment risk management across Europe and North America through our awards programmes. Keep an eye out for further updates in January and beyond. In the meantime, wishing you all a Happy Holiday season, and and healthy, prosperous New Year.

Download our latest report, produced in partnership with Arcesium. Cesar Estrada, Andy Murray, Ester McEwan, Keith B. and Gavin Lau offer their expert opinions and professional insights which will support buy-side firms, including third-party managers and asset owners, in achieving operational efficiencies in the establishment of private credit strategies. Click here for your free copy: https://lnkd.in/eNmR4HAH Discussion topics include:   ▪️ Setting your teams up for success ▪️ Identifying routes to and creating a framework for operational excellence ▪️ Reviewing technology requirements to ensure operational processes are robust and scalable   #arcesium #privatecredit #operationalchallenges #operations #technology

🎉 🌟 WHAT A NIGHT 🌟 🎉 Last night we announced the 2024 winners of the Insurance Investor | North American Awards, at our inaugural Awards Ceremony, and celebrated in true style amongst leading industry figures from across the US, with live music by Jazz Cooperative, NYC. Congratulations to our winners! 🏆 Investment and Portfolio Management Technology of the Year – SimCorp 🏆 Investment Consultant of the Year – Cardinal Investment Advisors 🏆 ESG Investment Manager of the Year – DWS Group 🏆 Fixed Income Manager of the Year – Under $100 billion in Insurance AUM – Allspring Global Investments 🏆 Fixed Income Manager of the Year – $100 billion+ in Insurance AUM – Loomis, Sayles & Company 🏆 Infrastructure Manager of the Year - MetLife Investment Management 🏆 Private Markets Manager of the Year – Under $50 billion in Insurance AUM – Arena Investors, LP 🏆 Private Markets Manager of the Year – $50 billion+ in Insurance AUM – Voya Investment Management 🏆 Real Estate Manager of the Year – Voya Investment Management 🏆 Insurance Asset Manager of the Year – Under $100 billion in Insurance AUM – New England Asset Management, Inc. (NEAM, Inc.) 🏆 Insurance Asset Manager of the Year – $100 billion+ in Insurance AUM – Wellington Management 🏆 Insurance Investment Strategy of the Year – Sun Life 🏆 Outstanding Individual Contribution to the Insurance Asset Management Industry – Richard Sega, Managing Director, Global Chief Investment Strategist, Conning With special thanks to our awards sponsors Allspring Global Investments, Arena Investors, LP, SimCorp, and Voya Investment Management, plus our awards presenters and wider judging panel; Peter Cramer, CFA, Greg Cobb, Xiaowei Han, FSA CFA, Ramzi Bibi, Todd Campbell, Mike Huff, Anthony Lupa, Milla Tonkonogy, Nico Santini, CFA, John Bradley, Farhad Mian, Daniel Partlow, Andy Pace, Sean Saia, Greg Moldovanyi, and Jens Foehrenbach. Read more about the awards evening here: https://lnkd.in/e7JKYeYi Stay tuned for details of the 2025 awards program…coming soon!

Download the ‘AI in Insurance Strategic Asset Allocation – Ready for the new disruption?’ report ➡️  https://lnkd.in/egF6Vr2q   With the sudden and ever-increasing scale and rise of artificial intelligence (AI) in the institutional investment industry we ask what pay-off insurers, and their third-party managers envisage from AI’s adoption into the strategic asset allocation (SAA) process, and what are the benefits?   Download your free copy of the report to access valuable insights from, Hens Steehouwer, Ramzi Bibi and Darren Bustin on insurance strategic asset allocation and the role of AI in decision-making, and learn:   🧠 How is artificial intelligence being utilised, and what are investment teams planning to use it for in the future? 🎯 How to use AI in Strategic Asset Allocation processes – what are the risks and the pain points? ⏲️  Is now the right time to start looking at where else AI and other machine learning can be integrated into your investment operations?   Proudly sponsored by Ortec Finance.   #assetallocation #insuranceinvestor #AI #institutionalinvestment #investmentoperations #report

Don't miss tomorrow's 'Business Growth and Efficiency: Managing Increasingly Complex Workloads', where we will explore the critical trends and challenges shaping the future of asset management operations, as market participants strive for growth through efficiency and unlocking both budget and business potential. Register now to receive your unique joining link: https://lnkd.in/e6krrhqZ David Muckley, Lindsey Bulger, Traci McCormack and Javier Flores will share insights on how to: 🔹 Implement immediate strategies to improve operational efficiency 🔹 Optimise your technology stack for long-term cost control 🔹 Develop growth tactics independent of market performance 🔹 Address your specific challenges in live Q&A Proudly sponsored by SS&C Advent. #webinar #businessgrowth #operationalefficiency #assetmanagement #assetmanagers

Don't miss the Driving Innovation in Institutional Investment Marketing seminar taking place tomorrow in London, at the DoubleTree by Hilton - Tower of London Hotel. There are a few seats remaining, so book now to secure your place: https://lnkd.in/eqCPCaiG Join us for a morning of educational content focused on the evolving demands on institutional investment management marketing teams. Together, we will explore the key trends and factors driving the transformation of marketing within the institutional asset management industry, alongside our panelists: Sinead Lanyon, Head of Marketing, Symphony Gaurav Tandon, Head of Digital Marketing, Impax Asset Management Debbie Rivel, Senior Marketing Solutions Lead, SimCorp Fiona Sherwood, Chief Marketing Officer, Dasseti Vincent Forestier, Global Head of Retail, Wholesale and Institutional Segments Marketing, AXA Investment Managers Krista Goodman, IMC, CIM, Head of Channel Marketing, Impax Asset Management #institutionalmarketing #institutionalinvestment #marketingstrategy #marketinginnovation #AI

The institutional investment landscape is transforming dramatically, with marketing teams facing unprecedented challenges. Attend our bespoke seminar next week, and hear from Sinead Lanyon, Gaurav Tandon, Debbie Rivel, Fiona Sherwood, Vincent Forestier and Krista Goodman, IMC, CIM, who will share their first-hand experiences on: 🧠 Practical AI implementation case studies ⚡ Proven digital transformation strategies 📈 Solutions for enhanced sales - marketing collaboration 🤝 Innovative approaches to drive client engagement Book your free place: https://lnkd.in/eqCPCaiG #institutionalmarketing #institutionalinvestment #drivinginnovation #digitalmarketing #marketingseminar #clearpathanalysis

Before growth via operational excellence, it's important to be prepared for the key stages along the way. Thanks to our industry experts for sharing their views in our new report supported by SS&C Advent on, “Meeting the operational challenges of growth and multi-asset class management”, available to download at

How can investment managers achieve slick, cohesive, and customisable system approaches to optimise their business operations and be prepared for growth?   In our new report, “Meeting the operational challenges of growth and multi-asset class management”, sponsored by SS&C Advent, our panel of senior investment professionals discussed the difficulties and opportunities in managing operational responsibilities when offering or investing in a cross-section of assets, and seeking to evolve and grow in the same period. Download your copy for free: https://lnkd.in/ejAFJpfG This bespoke report also explores whether ‘best-of-breed’ approaches are the best for operational efficiency, whether fund groups need to retain experience in-house and if the growth in private credit means companies think differently about some asset classes.   With thanks to our contributors for sharing their insights; Mike Frick, Nakul Nayyar, Douglas P. Dupont, CFA, James Parsons, Robert Serafin, Sean Finn, Li Cheng, CFA, FRM, FSA, MAAA, Chris W., Ahmad Henry, CAIA, Tom Humphries

📣CALLING ALL SENIOR MARKETING, EVENTS & BUSINESS DEVELOPMENT PROFESSIONALS IN INSTITUTIONAL FINANCE 📣 We invite you to join us from 08:30am - 10:35am on 13th November for a half-day seminar in London, to discuss the evolving demands on institutional investment management marketing teams, and explore key trends and factors driving the transformation of digital marketing strategies in the industry, plus the potential impact of AI. Attend for free: https://lnkd.in/eqCPCaiG