Captive Insurance Companies

Client:
Healthcare-related captive insurance company in Bermuda

Background:
The Company’s Portfolio was under the guidance of a single investment manager.

Concern:
The Company was concerned that their options were limited.

Resolution:
FIA was hired to perform a thorough diagnostic analysis which included reviewing the firm’s:

  • Actuarial analysis
  • Investment policy statement
  • Asset allocation strategy

Mindful of Bermudian insurance regulations, FIA recommended certain modifications to the:

  • Investment policy statement
  • Asset allocation strategy
  • Roster of investment managers

Ongoing Success:
The client now has in place:

  • An allocation strategy aligned with the company’s actuarial profile
  • A diversified portfolio of specialty institutional investment managers