Research & Whitepapers
Insights – Research & Whitepapers
Insurance Asset Management Market Dynamics 2014: Market Summary
Learn about emerging trends in the insurance asset management marketplace, as well as their implications for insurance companies and asset managers, in this white paper based on key findings from Patpatia & Associates’ 2014 Insurance Asset Manager Report.
New Developments in Wealth Management (in progress)
In a new study, Patpatia & Associates mines the perspectives of both wealth managers and infrastructure & technology providers for insight on how to improve client engagement and stay on top in a stricter, younger, and more tech-focused marketplace. In the study, we focus on key issues spanning: channel & segmentation optimization, the changing definition of advice, targeting “emerging investors”,and employing disruptive technologies to improve service models.
2014 Insurance Asset Manager Report (in progress)
Contact us to learn more about our biennial survey, including information on how to participate.
2013-2014 Insurance Company Analysis Report
Learn more about our recent Insurance Company Analysis Report (ICAR), which includes in-depth business and investment information for 250 of the largest insurance companies in the United States.
Reeingineering the Client Experience for Improved Asset Gathering
Learn how leading financial institutions, from brokerages to banks and insurance companies, are remaking themselves as customer-centric purveyors through enhanced communications strategies, channel development, planning-based client engagement, total wealth solutions, and innovative wealth technologies.
Wealth Management Fixed Income Study
Learn more about the July 2013 study conducted by Patpatia & Associates which analyzes the fixed income marketing, pricing, and support practices of wealth management channels.
2012 Insurance Asset Management Market Dynamics
Review the latest installment of Patpatia & Associates’ analysis of the asset management practices of U.S. insurance companies and the money management firms that serve them, which was conducted in conjunction with Thomson Reuters. The study includes an evaluation of insurance company investment trends, as well as profiles of the varied managers targeting the insurance industry.
European Insurance-Driven Investments
Learn about the expanding market of insurance assets in Europe, with profiles detailing the leading insurance asset managers. The study includes insurance’s role in Europe’s wealth markets and insurer’s investment practice.
Find out how a broad array of wealth managers are deploying new liability-driven managed money platforms, including retirement income vehicles.
Liability-Driven Investments – Investment Strategy & Benchmarking
Learn about the market leading approaches to risk-managed investment strategy and benchmarking, as firms increasingly need to formalize their investment policies, enhance risk management, and improve business line and corporate profitability.