Insurance Solutions

PLATFORM AT A GLANCE

Our global team of professionals leverages a broad and diversified platform. We utilize over 600 investment professionals to address specific insurance requirements.

25+ years of experience working with insurance companies

200+ insurance companies as clients in 30+ countries

$18.9bn invested and committed in Private Equity on behalf of insurers

$62bn total insurance assets under management

$33bn managed in fixed income strategies for insurers

$29bn managed in alternative and risk strategies¹

A RANGE OF CAPABILITIES TO PARTNER WITH INSURERS

Global Insurance Clients

Insurance Fixed Income Portfolio Management

Dedicated Head of Insurance Fixed Income Portfolio Management
Platform of 160+ senior fixed income investors

Global Investment Platform

Customized solutions across traditional and alternative asset classes
Over 600 investment professionals worldwide

Insurance Analytics

Actuarial and quantitative team providing asset allocation, asset-liability and other client analysis
Proprietary analytics and insights on insurance investments

Technology & operations

Leading industry technology
Supporting portfolio management, trading and risk

Client Advisory & Service

Advisory and service teams with extensive insurance industry experience
Customized reporting capabilities tailored to specific client needs

INSURANCE ANALYTICS

Our Insurance Analytics team is a dedicated group of actuaries and quantitative professionals who advise and provide customized analyses and insights for our insurance clients, identifying opportunities to enhance insurance portfolios.

Asset-Liability Management

Analyzing portfolio exposures against objectives and constraints of insurance liabilities

Liquidity analysis

Strategic Asset Allocation

Portfolio optimization to enhance risk-return profile and factoring objectives and constraints

Analysis to support benchmark construction or quantify impact of constraints

Peer Analysis

Evaluate asset class exposures across insurance industry and relative to peers

Analysis of risk and return metrics

Risk Modeling

Portfolio risk metrics

Stochastic modeling to construct return distributions and run tail risk analytics

FIXED INCOME PORTFOLIO MANAGEMENT FOR INSURERS

We recognize that insurance companies have unique objectives and constraints regardless of business mix or jurisdiction. Our global fixed income platform allows us to help assess the specific needs of our insurance clients and develop appropriate solutions across the entire spectrum of markets and fixed income asset classes.

Insurance Fixed Income Platform

Leverage Global Platform

Global portfolio management platform with more than 160 investment professionals
Strategies and solutions across investment grade, non-investment grade and emerging markets

Insurance Analytics

Leveraging Insurance Analytics platform to address portfolio risk, capital efficiency, accounting and regulatory considerations
Portfolio strategy, asset allocation and asset-liability management analysis

Customized Solutions

Portfolio construction in keeping with credit culture
Leveraging global capabilities to address unique return objectives

Dedicated Insurance Fixed Income Portfolio Management

Dedicated Head of Insurance Fixed Income portfolio management
Developing solutions to meet unique needs of insurance clients related to capital, economic and asset-liability objectives
Ability to manage to book yield and/or total return objectives

Capabilities and Strategies

Global Investment Grade

Core, Core Plus, Global

Opportunistic, Strategic

Private Residential Loans

Corporate Hybrids

Emerging Markets

Short Duration

Blended

Local Currency

Hard Currency

High Yield

Short Duration

Quality Bias

Full Market

European Private Loans

Bank Loans

Secured Loans

CLO New Issue

CLO Secondary Markets

CLO Equity

Municipals

Short Duration

Core

Extended

Impact

ALTERNATIVE INVESTMENTS FOR INSURERS

We are a leading Alternatives manager for insurance general accounts, including managing over $14 billion of private equity and alternative assets on behalf of insurers globally. With over 30 years of private equity and alternatives investing experience, leveraging over 150 dedicated professionals, our platform offers deep investment expertise supported by robust analytics.

Alternative Investments for Insurers

Insurance Fixed Income Portfolio Management

Customized private equity and hedge fund portfolios
Yield-oriented alternative credit strategies

Global Investment Platform

Uncorrelated and diversified investments across private equity, alternative credit and other specialty strategies

Insurance Analytics

Partner across alternatives platform to develop insights and analytics for Insurers
Proprietary analytics focused on financial impact on alternative allocation

Technology & operations

Customized programs integrating public and private market capabilities

Capabilities and Strategies

Private Equity

Primaries

Secondaries

Co-Investments

Minority Stakes

Alternative Credit

Private Debt

Opportunistic Credit

Specialty Finance

Specialty

Hedge Funds

Quantitative Strategies

Insurance-Linked Strategies

Brand Royalties

Contact Us

For general questions about NB Insurance Solutions, contact your Neuberger Berman representative.

Insurance-Solutions-EMEA@nb.com

From Policy Risk to Recession Risk

Markets have rallied, but the Asset Allocation Committee expects volatility to persist amidst slowing growth and uncertain paths for inflation and central bank policy.

Reducing Altitude

As inflation recedes, focus on quality and security selection.