Investment Research Support for Insurance Firms

Insurance Firms

Investment and risk analytics for the insurance balance sheet, from credit and counterparty analysis to illiquid loan valuation and reporting.

Overview

Insurance companies manage complex investment portfolios alongside significant counterparty, credit, and regulatory obligations. Concentric Analytics supports insurance investment teams and finance functions with the financial analysis, credit research, and operational support needed to manage these responsibilities efficiently, with the rigor required by regulators and rating agencies. Where client compliance permits, optional AI-assisted portfolio surveillance is available to track issuer-level developments across large fixed income and loan books.

Key Services

Services Covered

Client Engagements

What depth looks like in practice.

Deep domain experience across eight industry verticals — built through real engagements, not generic sector slides.

US Insurance and Annuities Group. $60Bn+ in assets · 1,500+ employees

Concentric supports the credit research function of a technology-driven US insurance and annuities group, providing fundamental credit analysis across the investment portfolio. The work supports the coverage, monitoring, and portfolio decisions of the in-house credit team.

Why Concentric

Insurance investment and finance teams answer to regulators and rating agencies, so the analysis behind portfolio and reporting decisions has to be rigorous and defensible, not just fast. Our analysts bring credit and counterparty depth to fixed income, loan, and alternative books, work to the standard your examiners expect, and scale with your portfolio, so you strengthen coverage and reporting without adding specialized headcount.