In the fifth installment of the Holistic Balance Sheet Management series, Russell Lee, Insurance Consultant, Mercer, shares his thoughts on how a holistic approach to capital management can benefit insurance companies in the face of challenging investment and underwriting conditions.
“I’m excited about holistic capital management because I think the opportunity to add value is enormous – when I talk to my insurance clients and look at their balance sheets, the level of sophistication on the investment/asset side is not, in my opinion, as strong as on the insurance side,” Mr. Lee said. In many companies, particularly large ones, investment decisions are made completely separately from insurance decisions. Guy Carpenter and Mercer can offer the skills and specialists to bring the two together, exploring new and innovative solutions to capital management aimed at boosting returns.
Overview of the Benefits of Holistic Balance Sheet Management
Click here to register to receive e-mail updates>>
Guy Carpenter & Company, LLC provides this post for general information only. The information contained herein is based on sources we believe reliable, but we do not guarantee its accuracy, and it should be understood to be general insurance/reinsurance information only. Guy Carpenter & Company, LLC makes no representations or warranties, express or implied. The information is not intended to be taken as advice with respect to any individual situation and cannot be relied upon as such. Please consult your insurance/reinsurance advisors with respect to individual coverage issues.
Readers are cautioned not to place undue reliance on any historical, current or forward-looking statements. Guy Carpenter & Company, LLC undertakes no obligation to update or revise publicly any historical, current or forward-looking statements, whether as a result of new information, research, future events or otherwise.
Statements concerning tax, accounting, legal or regulatory matters should be understood to be general observations based solely on our experience as reinsurance brokers and risk consultants, and may not be relied upon as tax, accounting, legal or regulatory advice, which we are not authorized to provide. All such matters should be reviewed with your own qualified advisors in these areas.
This post or any portion of the information it contains may not be copied or reproduced in any form without the permission of Guy Carpenter & Company, LLC, except that clients of Guy Carpenter & Company, LLC need not obtain such permission when using this post for their internal purposes.
The trademarks and service marks contained herein are the property of their respective owners.