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, 2016

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

Historical Performance: By Calendar Year

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Snapshot

Strategy AUM: Total Insurance Core Assets:
US$2.2 billion (as of September 30, 2016)
Benchmark: Custom Index*
Inception Date: 01 Nov 00
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Sector Allocation

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Portfolio Characteristics

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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.