InsuranceAUM.com’s Post

How do insurance companies optimize their general account assets in public equity markets? Our latest InsuranceAUM.com podcast, hosted by Stewart Foley, CFA, features a deep dive into tax-aware investment strategies with Chuck LeVine and Eric Viliott, CFA, CFP of State Street Global Advisors. Discover how flexibility and targeted gain-loss control can redefine your investment outcomes. Key takeaways: ➡ Insurance companies often have specific investment needs for public equities, including beta exposure and gain-loss control. ➡ Tax-aware indexing strategies may help insurance companies achieve their investment objectives while minimizing taxes. Listen to the podcast here: https://lnkd.in/ek-4vWcN #insurance #investment #taxes #TaxAwareInvesting #insuranceaum #EquityInvestment #FinancialStrategy

Discover insightful perspectives on building resilient investment strategies with private credit in the latest InsuranceAUM.com podcast featuring experts from Adams Street Partners, William Sacher and Fred Chung. They delve into why this asset class matches beautifully with insurance portfolios and address current economic impacts on private credit strategies. https://lnkd.in/gchvdn5e #PrivateDebt #PrivateCredit

What are today's options for shifting cash allocations into bonds? Listen to our latest podcast for fixed-income insight from Jeffrey N. Given, CFA, of Manulife Investment Management. https://lnkd.in/eUwvEfgc #bonds #economicoutlook #marketoutlook

Did you know that as a real estate investor, you can also become your own bank? Eddie Wilson sat down with Tom Laune ChFC, CLU, ChSNC, RICP from Bulletproof Wealth® Strategy, to chat about what exactly the Strategy is, how you can use life insurance for investment purposes, and what audience should consider using it. They discuss the asset protection value, what investment strategies that Tom has seen work well, and they even get into the details of Tom’s personal policies and how he uses them! For more information on the Bulletproof Wealth Strategy and Tom Laune, visit bulletproofwealth.info https://lnkd.in/gHu6c7fM

Check out the latest insights from Oaktree Capital Management, L.P.'s Armen Panossian on the shifting landscape of private credit markets. In a recent podcast, Panossian discusses how the democratization of private credit increases risks by influencing lending practices and investment quality. Key players like Blackstone and The Carlyle Group are mentioned as part of this pivotal shift. https://lnkd.in/eF3wqnT9 #PrivateDebt #PrivateCredit

Insurers have an important, multi-layered role to play when it comes to the financing of the #decarbonization of the global economy. That is the one of the conclusions of the U.K. Transition Finance Market Review to which A&O Shearman has provided expert advice. More specifically, the TMFR recommends deploying #insurance solutions to de-risk and support the bankability of financing solutions. Involving insurance firms at an early stage in the development of new technologies and financing solutions has the potential to leverage their skills in understanding and mitigating risk, facilitate the design of insurance products to better address technology and market risks, and aid in the development of risk management standards that can be used alongside the deployment of new products and technologies If you want to learn more, please listen to the our newest insurance podcast, or read this to-the-point and insightful summary of the TMFR: https://lnkd.in/eJJRBqGj  

From explaining the fundamental concepts of investing and busting myths to unlocking the power of compounding, our Senior Managing Partner, Akhil Somani shares his valuable insights and delves into the dynamic career of wealth management. Watch this thought-provoking podcast with Vivek Verma. Podcast Link: https://lnkd.in/dci8vF6s #MotilalOswal #PrivateWealth #MOPW

In this podcast hosted by Anthony Wilhelms, Mike Steppe and Adam Longlais, CFA, CAIA discuss what has happened in the financial markets over the past three (3) weeks. What are the implications of the recent employment report and the consumer price index (CPI) release? What is the outlook for consumer spending and for the US dollar? Why has the utility sector performed so well in 2024? And more in this episode https://lnkd.in/gydGgg8E

As the Technology quarterback Brett mentions in this recent podcast, I fully endorse the importance of resource commitment for business evolution and expansion. For smaller firms especially, it's crucial to recognize that existing staff members are likely fully engaged in their primary roles. Relying on them to handle additional responsibilities outside their expertise can detract from client service quality. Instead, investing in dedicated professionals for technology, operations, and marketing can propel your firm forward. In today's tech-driven era, where technology permeates every aspect of our lives and younger generations demand seamless connectivity, neglecting resource allocation – both in terms of time and finances – can hinder progress and growth. It's essential to prioritize investing in the right personnel and tools to stay competitive and meet evolving expectations.

Here is the full episode of The Connected Advisor podcast with Sammy Azzouz, JD, CFP® from Heritage Financial Services, LLC. Part of this great conversation is about how growth can be re-invested back into the firm to add more value for clients. #OrganicGrowth #WealthManagement #GrowingFirms #ClientService