Apex IPS works with asset managers seeking to enter or expand their presence in the insurance and pension investment space. We bring first-hand buy-side perspective to your distribution strategy.
Insurance investors evaluate asset managers through a lens that is fundamentally different from other institutional buyers. Capital charges, regulatory treatment, liability matching, and reporting standards all shape how they assess fit. We help asset managers understand and address these requirements from the inside.
Position your firm and product set to meet the specific requirements of insurer and pension investors globally. We bring first-hand knowledge of what institutional allocators look for.
Assess your product against all global regulatory regimes and balance-sheet constraints, including Solvency II, Matching Adjustment, and NAIC standards.
Align your distribution approach to institutional buyer requirements. We support fundraising strategy with deep insight into how allocators evaluate and select managers.
Preparation of institutional-grade materials: DDQs, investment papers, committee packs, and due diligence documentation that meet the standard expected by institutional investors.
Support through insurer and pension due diligence processes — helping you navigate operational, investment, and regulatory scrutiny with confidence.
Ensure your reporting and product documentation aligns with the regulatory and governance expectations of institutional insurance investors.
Apex IPS does not provide regulated investment counsel and does not act as a placement agent. Support is provided on retainer or project basis and focused on strategic development, analysis, materials, and institutional market expertise.