Selected project experience
Examples of liquidity, asset allocation and governance work for insurance investors.
Liquidity & cash management for a Lloyd's insurer
An insurer needed to review its cash management framework while retaining sufficient liquidity to meet claims.
The review examined cash requirements and developed a tiered liquidity structure.
Asset allocation during regulatory transition
The introduction of Solvency II required a review of strategic asset allocation.
Strategic asset allocation modelling assessed capital efficiency alongside investment return targets.
Investment governance review
An insurer wanted to strengthen investment oversight and update its governance arrangements.
The project covered investment governance documentation and committee structure.
These projects reflect the areas where Apex IPS supports insurance investment teams. View insurer services.
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