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Regulatory

Showing 10 of 15 Insights Posts
1271246974
Risk management Regulatory Asset allocation FRM Program Insurance Insurance Quick Takes Private credit Multi-Asset solutions Multi-asset Balance sheet Americas Multi-Asset qualifier Video
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Insurance Quick Takes: Positioning portfolios for what’s next in private credit

In our latest Insurance Quick Takes video, Tim Antonelli, head of Insurance Multi-Asset Strategy and portfolio manager, discusses the 2025 outlook for private credit and its implications for insurers.

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By

Tim Antonelli, CAIA, CFA, FRM, SCR

event March 2025
8 min
Video
2026-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1271246974
Fixed income Insurance Regulatory FRM Program Balance sheet Multi-Asset solutions Americas Insurance Quick Takes Asset allocation Video
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Insurance Quick Takes: The latest from the NAIC on CLO and bond fund capital charges

In our latest Insurance Quick Takes video, Tim Antonelli, Head of Insurance Multi-Asset Strategy and Portfolio Manager, offers a timely update on two important investment-related projects discussed in a special NAIC meeting.

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By

Tim Antonelli, CAIA, CFA, FRM, SCR

event February 2025
6 min
Video
2026-02-27
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
gold-coated-digits-674991658-1500x4101
Liability-driven investing Strategic allocation Regulatory DB Private Program Multi-asset Whitepaper iStrat
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Setting ROAs for 2025: A guide for US corporate and public plans

How are pension plans adjusting their ROA assumptions? And how do those assumptions line up with our long-term capital market assumptions? Find out in this annual update.

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Multiple authors

event November 2024
16 min
Whitepaper
2025-11-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1271246974
Insurance Multi-asset Regulatory FRM Program Insurance Quick Takes Asset allocation Americas Multi-Asset solutions Multi-Asset qualifier Balance sheet Video
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Insurance Quick Takes: Navigating the Principles-Based Bond Definition Project

In our latest Insurance Quick Takes video, Tim Antonelli breaks down the NAIC’s Principles-Based Bond Definition (PBBD) project and implications for US insurers.

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By

Tim Antonelli, CAIA, CFA, FRM, SCR

event October 2024
6 min
Video
2025-10-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1271246974
Insurance Multi-asset Regulatory FRM Program iStrat Credit Macro and market Video Tactical allocation
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Insurance Quick Takes: US life insurers’ utilization of private placements

In our latest Insurance Quick Takes video, Tim Antonelli discusses research on US life insurers’ use of private placement investments, and shares observations for insurers globally.

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Tim Antonelli, CAIA, CFA, FRM, SCR

event August 2024
3 min
Video
2025-08-08
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1271246974
Insurance Regulatory Multi-asset USA Insurance Quick Takes iStrat program Video Tactical allocation iStrat
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Insurance Quick Takes: One regulator's view of geopolitics’ impact on the industry

In our latest Insurance Quick Takes video, Tim Antonelli, Head of Insurance Multi-Asset Strategy and Portfolio Manager, discusses why a recent stress test from a regulator could have implications for insurers across the globe.

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By

Tim Antonelli, CAIA, CFA, FRM, SCR

event June 2024
5 min
Video
2025-06-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1271246974
Insurance Regulatory Multi-asset USA Insurance Quick Takes iStrat program Video Tactical allocation iStrat
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Insurance Quick Takes: What's next for CLO risk charges?

Tim Antonelli, Head of Insurance Multi-Asset Strategy and Portfolio Manager, breaks down the impact of recent US insurance regulatory developments on the CLO universe, and why this matters for U.S. insurers. 

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By

Tim Antonelli, CAIA, CFA, FRM, SCR

event March 2024
Video
2025-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1271246974
Insurance Regulatory Multi-asset Multi-Asset solutions USA Insurance Quick Takes iStrat program Video
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Insurance Quick Takes: IFRS S1 and S2: What's the impact to insurance investing?

Tim Antonelli, Head of Multi-Asset Strategy – Insurance, discusses the implications of two new sustainability reporting standards for global insurers, IFRS S1 and IFRS S2, and why it's not just IFRS filers that should pay attention.

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By

Tim Antonelli, CAIA, CFA, FRM, SCR

event February 2024
Video
2024-11-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1271246974
Insurance Multi-asset Regulatory Balance sheet Video iStrat Multi-Asset solutions Tactical allocation Insurance Quick Takes
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Insurance Quick Takes: Understanding the latest shifts in mortality and longevity

Tim Antonelli, Head of Multi-Asset Strategy – Insurance, discusses recent trends and patterns on mortality and longevity, why this topic is important for global insurers of all types and sizes today, and potential opportunities.

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By

Tim Antonelli, CAIA, CFA, FRM, SCR

event August 2023
Video
2025-08-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
biotech-innovation
Biotech Private equity Fundamental equity Private companies Regulatory Private investments Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Private biotech: Innovation amid disruption

We explore the state of the private biotech market, highlight key areas of innovation, and share three themes we expect to continue.

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Multiple authors

event April 2023
Article
2024-04-03
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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