Insurance Companies

iShares Solutions for Insurance Companies

iShares Exchange Traded Funds (ETFs) have long been embraced by insurance companies for their liquidity, flexibility and tax-efficiency. ETFs have become a useful tool for investing in asset classes that exhibit low correlations to fixed income reserve assets, a strategy that can help reduce surplus risk and potentially add return.

We are here to assist life, health, property and casualty insurance companies, as well as their asset managers with iShares ETFs product information, consultative solutions and trade execution. Contact us at any time regarding insurance and asset management applications of iShares ETFs.

• Strategy

  Objective

  Duration of
  Allocation

• Cash Equitization

  Maintain liquidity while remaining fully invested

• Transitions

  Maintain liquid market exposure while searching for new managers

• ETF Overlay

  Reduce implementation time and t-costs to change exposures in asset classes

• Portfolio Completion

  Ensure a portfolio's diversification by helping to minimize benchmark risk while maintaining alpha* objectives

• Tactical Adjustments

  Over- or underweight certain styles, regions or countries on the basis of short term views

• Rebalancing

  An Overlay of iShares funds over a portfolio asset allocation can be easily adjusted for rebalancing with low costs and operational simplicity

• Passive Core Allocation

  Implement a desired asset allocation regardless of plan size

*Alpha is used to describe the active return, the difference between an investment's return and its benchmark