Madison Scottsdale delivers yield-focused, total return to captive insurance companies. Our proprietary process was developed over twenty years ago and it includes a comprehensive analysis of the insurer’s financials, liability profile, regulatory issues, and its unique operational drivers. A fully customized investment strategy is carefully crafted for each insurer.
As the insurance asset management division of an investment complex with $16 billion* in assets under management, our resources and capabilities are substantial. We offer full transparency, no conflicts of interest, institutional pricing, and ongoing, direct portfolio manager interface.
Turnkey or a la carte services include: fixed income management; active and passive equity management; strategic asset allocation; IPS development/refinement; asset/liability management; gain/loss pairing; stress testing; interest rate sensitivity analysis; book yield analysis; peer review; regulatory reporting; compliance monitoring; OTTI sensitivity analysis; Schedule D reporting; and 24/7 on-line portfolio accounting.
Accomplishing genuine Enterprise Risk Management requires ongoing analysis and monitoring, as well as a series of controls crossing multiple disciplines accompanied by a cohesive plan to help facilitate adaptability. We can help your captive in each of these areas. For more information, please visit www.madisonscottsdale.com or contact Rob Fletcher at 800-767-8020 or info@madisonadscottsdale.com.
