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CapVisor Associates, LLC, an SEC registered investment advisor, works exclusively with insurance companies. Collectively, we bring more than 150 years of “Insurance Asset Management” experience to correlate the insurer’s investment strategy with their business objectives, liability structure and regulatory environment.
Our services are designed to help insurers with any, or all, 4 major components impacting their investment programs and their performance results. These critical investment program components are:
1. Investment plan design/redesign
a. Investment Policy Statement
b. Investment Guidelines
c. Rebalancing Rule
d. Performance Benchmarking
2. Strategic Asset Allocation (SAA) optimization
a. Current portfolio risk/reward characteristic analysis: expected returns, volatility and correlations
b. Optimized portfolio mixes proposed for improved risk-adjusted returns
c. Allocation consulting for client’s unique risk/reward budget
3. Investment manager quantitative and qualitative analysis and/or manager selection
a. Nominal and risk-adjusted performance analysis of current program
b. Quantitative: Performance analysis of peer group managers using PSN enterprise database
c. Qualitative: manager style analysis and insurance asset management expertise/capabilities assessments
4. Program oversight and control
a. Management for the manager(s)
b. Economic, Securities Markets portfolio positioning consulting
c. Risk-adjusted investment program reporting and management investment consulting
CapVisor services include:
1) Consulting- A “Rent-a-CIO” service helping clients to design and implement an optimal investment program;
2) Manager Evaluation/Search- quantitatively and qualitatively assessing potential new, complementary or replacement investment manager(s) suited specifically to meet the insurer’s requirements;
3) Project Work- A negotiated, fixed fee, al a carte selection of various investment servicing capabilities
Company Details
- Employees
- 6
- Founded
- -
- Address
- Atlanta, Georgia, Us
- Industry
- Investment Management
- Keywords
- Insurance Asset Management, Asset Liability Management, Strategic Asset Allocation Optimization, Active and Passive Investment Management Options, Risk-adjusted Returns, Investment Program Reporting&Analytics, Investment Manager Performance Evaluation, Insurance Investment Advisory, Investment Program Design.
- HQ
- Atlanta, Georgia
Capvisor Associates, Llc Questions
CapVisor Associates, LLC's website is http://www.capvisorassociates.com
CapVisor Associates, LLC's LinkedIn profile is https://www.linkedin.com/company/capvisorassociates
CapVisor Associates, LLC has
6 employees.
View email and phone details for 6
employees at CapVisor Associates, LLC.
CapVisor Associates, LLC's industry is
Investment Management
CapVisor Associates, LLC's top competitors are
Rochester Wealth Strategies,
Rising Together,
Captive Insurance Council Of The District Of Columbia,
Captrust Wealth Advisors / Ctfa.com,
The Law Offices Of David L. Carrier P.c.,
My Private Shares,
Performa,
Mcellistrem Fargione Rorvig & Moe, Pa,
Verawood Consulting,
Inif.
CapVisor Associates, LLC's categories are Investment Management
CapVisor Associates, LLC's founding year is 2008
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Paul Deeley
Svp, Director Of Business Development…
Needham, Massachusetts, United States, United States9verizon.net, bullhorn.com, crmfusion.com, yahoo.com, validity.com, bullhorn.com, yahoo.com, gmail.com, capvisorassociates.com3 +161747XXXXX
-
Carl Terzer
Principal, Capvisor Associates -…
Atlanta Metropolitan Area, United States, United States -
Travis Terzer
Senior Associate At Capvisor…
New York, New York, United States, United States1capvisorassociates.com
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