Chris Hamilton’s Post

Unlock the secrets of digital asset management with insights from Zinnia partner Digital Asset's CEO Yuval Rooz in this exclusive Q&A. Discover how leading-edge strategies can revolutionize your approach to handling digital assets. Dive deep into the discussion here: https://hubs.la/Q02FdS3M0

Interesting interview to everybody in the insurance and asset management industry.

Rather than making the 350th comment on Patrimonia, I’ve decided to explain in English why it’s relevant for foreign asset management companies. Should you attend Patrimonia or not? My answer is no, but… It’s not worth it if: 1. Your sales teams primarily speak English. 2. They are based 1000 km away from France. 3. You don’t have a team of at least three people in France to handle the listings. 4. You haven’t planned a budget to maintain this team for at least three years, preferably five. 5. You don’t spend 50% of your time before and after Patrimonia on the road promoting your participation and following up with those who visited your booth. 6. Financial advisors mainly come to meet asset management companies they know and have seen during the year, rarely to discover more than one new partner, as we don’t have the time. One day at Patrimonia is extremely intense. However, for the same budget, you could: 1. Target one or two life insurance platforms and participate in their sales meetings (lunches, events, seminars). 2. Communicate through a media outlet dedicated to financial advisors, such as Patrimoine24 3. Sign a partnership with Alma Events to participate in top seminars with 40 financial advisors. 4. Attend lunches with other asset management companies. 5. And of course, sign a partnership with the leading third-party marketer for financial advisors: MyFunds Office. We offer you the best return on investment but we are distributing a limited number of expertises. Once you’ve done all that, you should participate in Patrimonia, which remains by far the best trade show in the industry.

Discover how Generali is revolutionizing its structure to focus on Insurance and Asset Management, setting the stage for accelerated growth and strategic innovation! #GeneraliGroup #NewStructure #StrategicGrowth #insurance #insurtech #technology https://lnkd.in/eqyHcr95

Join me on July 31st (9am-10am EST / 2pm-3pm BST) when I speak to members of The Institute of Asset Management (AIM) on the topic of "Resilience and Asset Protection: How Insurance Plays a Role". The discussion will revolve around insurance risk and engineering practices to gain a better understanding of the role insurance plays in your organization’s asset protection. 1) How does your insurance policy work to help manage asset protection and when would it be activated? 2) How can the insurance market appetite change and its impact on your asset protection planning? 3) What additional coverages and resources can my insurance carrier or broker provide? 4) What are the limitation and misconceptions? We will also touch on future/emerging risks, how they may shape insurance programs into the future and where to concentrate your organizations risk management resources. Look forward to you joining!

Last week, our Co-Founder Larry Morse, shared insights with Romaine Bostick, CFA and Alix Steel on Bloomberg TV’s The Close! Larry explained how our partnership with New York Life Insurance Company started and also touched on consolidation in the asset management industry. “New York Life was an existing investor of ours, and back in 2021, they retained us to build a portfolio of next-generation private equity fund managers, those that we've identified as having the talent, the ability, the performance that suggest that they’re likely to build enduring franchises over time. In that process, we worked very closely with the team of professionals at New York Life. They got to know us, we got to know them. We developed deep respect for one another. We understood our capabilities, our compatibilities, our complementaries, so when they broached the notion of deepening the relationship…we decided we pursue it,” - Larry Morse. Our recent announcement about New York Life acquiring a minority ownership stake in Fairview is aligned with where the industry is going. “If you've been paying attention to what's going on in the asset management industry, broadly speaking, consolidation has been underway for some time, and it's driven primarily by large institutional investors.” Tune in for more highlights from the full interview: https://bloom.bg/4aDbtNf

Aegon Asset Management’s Karissa Anderson, Head of CML Production, and Sarah Swartzendruber, Managing Director, US Real Estate Asset Management, join host Stewart Foley, CFA with InsuranceAUM.com, to share their valuable insights on why in the CML world, time-tested experience, deep knowledge of all aspects of the deal, and in-house servicing are critical for insurers.   Listen here: https://lnkd.in/dcYKzdvT #commercialmortgageloans #mortgageloanservicing #insuranceassetmanagement

The first two asset-backed securities (ABS), with a total issuance amount of more than CNY2bn ($277 m) and managed by insurance asset management companies, have made their debut on the Shanghai Stock Exchange. China Life Asset Management Company and Taikang Asset Management take the lead in this new operation. On 13 October 2023, five insurance asset management companies, China Life Asset Management, Taikang Asset Management, CPIC Asset Management, PICC Asset Management, and Ping An Asset Management, became the first batch of insurance asset managers approved by the Shanghai Stock Exchange and Shenzhen Stock Exchange to pilot ABS and REIT (real estate investment trust funds) businesses. Prior to this, the asset managers of China's onshore ABS were securities companies or their asset management subsidiaries, with insurance asset managers participating only in an investor role. A total of CNY1,848 billion ($ 260 billion) of ABS were launched in 2023, down 7% year-on-year. The scale of China's existing ABS at the end of 2023 amounted to CNY 4.35 trillion ($0.61 trillion), down 17% year-on-year. The participation of insurer-owned asset management companies in ABS business opens up financing channels and widens the investment scope for insurance funds.#China #ABS #insurancecompanies #assetmanagement

In this H1 2024 Asset Management Market Update, we provide insights on the current state of the insurance market for asset managers and the funds they manage. We also offer our thoughts on what to expect throughout 2024. Read it now: https://ow.ly/hkUU50RtnqW #Insurance #AssetManagers #InsuranceMarketUpdate

InsuranceAsia News is pleased to reveal the winners of its Institutional Asset Management Awards 2024. The awards recognise exceptional work done by third party asset managers on behalf of their insurance company clients across the Asia Pacific region. Now in its seventh year, the Institutional Asset Management Awards has received a tremendous response from the market, in terms of the quality and sheer number of entries. We thank you for your support and we look forward to seeing you all at the Island Shangri-La Hong Kong on Tuesday June 4th! Congratulations once again to all the winners. The winners are listed below: Best Institutional Asset Manager - J.P. Morgan Asset Management Best Active Asset Manager - J.P. Morgan Asset Management Best Passive Asset Manager - @AmInvest Best Global Equities Manager - PineBridge Investments Best Global Fixed Income Manager - Barings Best Quantitative Solutions Provider - BNP Paribas Asset Management Best Emerging Markets Fixed Income Manager - abrdn Best China Equities Manager - Invesco Ltd. Best Multi-Asset Fund House - DWS Group Best Alternatives Manager - J.P. Morgan Asset Management Best ETF Manager - Lion Global Investors Best ETF Index Provider - MSCI Inc. Best Infrastructure Manager - BlackRock Best Infrastructure Debt Manager - Natixis Investment Managers Best Real Estate Manager - @China AMC Best Investing/Product Strategy - BNY Mellon Investment Management Best Islamic Fund Manager - @AmInvest Best Hedge Fund Strategy - Janus Henderson Investors Best Index Provider - FTSE Russell, An LSEG Business Product Innovation Award - S&P Dow Jones Indices Best Ratings Firm - Moody's Ratings Best use of AI - Lion Global Investors Smart Beta Solutions Provider - S&P Dow Jones Indices ETF Index Provider - China - @Hang Seng Indices Best ESG Strategy - Amundi Best Sustainable Investment Policy - BNP Paribas Asset Management Best Climate Change Strategy - Amundi Best Asset Consultant - Lion Global Investors Insurance Fund House of the Year - Hong Kong - abrdn Insurance Fund House of the Year - Japan - DWS Group Insurance Fund House of the Year China - @China AMC Insurance Fund House of the Year - Singapore - Lion Global Investors Insurance Fund House of the Year - Malaysia - @AmInvest Insurance Fund House of the Year - Indonesia - BNP Paribas Asset Management Read more on our website: https://lnkd.in/ghNAX44q #IANAwards2024 #assetmanagement #asia #hongkong