Asset Allocation and Investment for Insurers Masterclass 2024
12 November 2013 - 14 November 2013
Manila, Phillippines

Your Expert Trainer

International Insurance, Wealth Management and Investment Management ExpertOver 35 years of industry experience!

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About Your Expert Trainer

Program Overview:

Asset Allocation & Investment Management has become increasingly important for insurance companies globally. As the regulatory environment changes and insurance market competition intensifies across the Asia-Pacific region, risk and capital profiles continue to evolve. These factors will likely have investment implications on the cost of capital and pricing competitiveness.

Many insurers & reinsurers are revisiting their strategic asset allocation (SAA) and exploring investment into higher-yielding assets. That said, it’s crucial insurers understand how you can diversify your investments across instruments and markets whilst ensuring your portfolio asset allocation is optimized with minimal risks.

By attending this practical 4 day masterclass, taking place 27-30 May 2024 in SINGAPORE on asset allocation, specially designed for the insurance industry, you will pick up useful insights on insurance asset allocation, that you cannot find elsewhere.

10 Key Benefits of Attending:

  1. Learn how you can effectively allocate your assets and funds in a volatile market to make your money work harder for your company and clients
  2. Evaluate your biggest threats to your portfolios and how to work around these risks and threats to stay profitable
  3. Learn how to manage multiple performance and capital metrics that are measured under different frameworks.
  4. Find out how you can optimize your portfolio returns through a variety of instruments globally
  5. Increase embedded value, IFRS profits and long-term investment returns through yield enhancement, alternative and offshore investments.
  6. Improve capital efficiency by optimising shareholder returns at a given level of risk and practical constraints, allowing full rewards for the risks that are taken
  7. Enhance product competitiveness by offering better yields to policyholders and improving the likelihood of meeting illustrated bonuses,
  8. Evaluate how you can diversify into alternative and offshore asset classes including ESG and AI investments,that have a low (or even negative) correlation with existing core assets.
  9. Better manage risk vulnerability and surplus volatility, deal with asset liabilities by selecting a portfolio that minimises risk exposure, such as interest rate duration and convexity mismatch between assets and liabilities
  10. Pick up lessons learned and global case studies in insurance asset allocation and investment mangaement

 

Who Should Attend?

This masterclass is highly suitable for all professionals and executives from across insurance and reinsurance companies that are involved in investment management, asset allocation, product development & marketing, asset management, wealth managemnet, asset liabiltiy management, finance, treasury management and financial planning. It will be highly suitable for someone who wants to improve on asset allocation and investment management knowlege for an insurance/reinsurance company.

Like More Information?

Email us at enquriy@equip-global.com to find out more!

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The objectives of the PIC Scheme are the same as those of Equip Global. Both support investment in innovation, productivity and continuous training.

If you are a registered business in Singapore, you can enjoy huge huge tax savings in the form of cash payouts and/or tax deductions when you invest in training of employees. Your attendance at any Equip Global conference or training course is eligible for PIC credits, either as a 40% cash refund or 400% tax deduction. We will provide you with full supporting documentation after the event and assist you in getting the claim completed.

Continuous training and upgrading of your employees is key to the success of your organization. What’s more, boost your tax savings and claim 40% of your registration fee by attending an Equip Global conference or training course today. To do so, follow this simple 5 minute process:

  1. Select, register and pay for your conference/training course of your choice
  2. Complete the PIC form which you can download here: http://www.iras.gov.sg/irasHome/uploadedFiles/Quick_Links/Tax_forms/Business_and_employers/Cash%20Payout%20Application%20Form_B2011_final.xls
  3. Attend the event, learn and network with industry peers
  4. File your receipt (which we will email you), record of attendance (which we will provide you at the event) and the completed PIC form with your accounts department which they will submit to IRAS to process the claim. If you do not have an accounts department or need help with the PIC claim, our staff will be very happy to assist.

Take advantage of the PIC scheme to upgrade your skills, gain the latest information in your field of work, and get access to the knowledge that can help drive your organizations’ performance and productivity.

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Asset Allocation and Investment for Insurers Masterclass 2024
27 May 2024 - 30 May 2024
Singapore
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