Insurance Asset Management

A unique challenge

Delaware Investments recognizes that managing assets for insurance companies differs greatly from traditional asset management.

The Insurance Asset Management group, part of the Delaware Investments fixed income team, is experienced in varying aspects of the insurance business, including credit, regulatory, product, and economic climates.

Expertise backed by extensive resources

Delaware Investments offers the personnel, services, and expertise essential to be a supportive partner in reaching our insurance clients' investment and operational goals.

Understanding regulation

Unlike many traditional money managers, the Insurance Asset Management group understands the regulatory nature of the insurance industry and the unique implications of those regulations on asset management strategies.

We offer clients the following services and solutions to meet a broad array of insurance asset management needs:

  • Rating agency preparation
  • Risk management benchmarking
  • Asset class expertise
  • Cash flow testing assistance
  • Regulatory assistance (filings, inquiries)
  • Tax and accounting assistance*
  • Risk management
  • Asset/liability management
  • Credit and indenture analysis
  • Reporting services (GAAP/STAT)
  • Cash management
  • Product development and pricing

We work in tandem with a trading desk and analytical team that has both buy-side and sell-side experience, focusing on clients' goals and always making risk assessment a priority.

We leverage our relationships and asset knowledge to identify appropriate solutions in an attempt to position the portfolio to compensate for complex liabilities and meet investment income goals.

* Any discussion pertaining to taxes in this communication may be part of the promotion or marketing of a product. As provided for in government regulations, advice related to federal taxes that is contained in this communication is not intended or written to be used, and cannot be used, for the purpose of avoiding penalties under the Internal Revenue Code. Clients should seek advice based on their own particular circumstances from an independent tax advisor.



Christopher J. Hanlon

Christopher J. Hanlon, CFA

Senior Vice President — Insurance Strategy and Asset Liability Management
Phone: 215 255-1147