Insurance Core

Investment Objective

Maximize returns subject to constraints for risk, regulations, and capital needs.

Investment Style

Seek to optimize long term investment return while enabling client to meet benefit/expense payment obligations and maintain a high probability of adequate capitalization.

Investment Vehicles

Separate Account: Contact your CSE or call 1-626-844-9400
Commingled Vehicle Available

Performance as of September 30, 2017

Returns for periods greater than one year are annualized. Please see the Performance Disclosure for more information.


Strategy AUM: Total Insurance Core Assets:
US$2.1 billion (as of June 30, 2017)
Benchmark: Custom Index*
Inception Date: 01 Nov 00

Sector Allocation as of June 30, 2017

Insurance Core | Sector Allocation as of June 30, 2017
Note: Sector allocation includes look-through to any underlying commingled vehicles if held. All weightings are a percentage of total market value. A negative cash position may be reported, which is primarily due to the portfolio's unsettled trade activity. Data may not sum to 100% due to rounding.

Portfolio Characteristics as of June 30, 2017

Insurance Core | Portfolio Characteristics as of June 30, 2017
Past performance is not indicative of future investment results, the value of any investment can fall as well as rise.
* The current benchmark is a blend of the custom indices within the Bloomberg Barclays Bond Index: Corporate 50%, MBS Fixed Rate 20%, US Government Index 15%, Intermediate Corporate 10%, US High Yield Ba/B 2% Cap 5%.Refer to Performance Disclosure for benchmark history.