A new perspective: Diversified private debt portfolios for insurers

20 min read 8 Sep 21

Summary: Private debt offers a broad and diverse investment universe that is often well-suited to an insurer’s balance sheet. However, approaches that focus on certain sub-types of private debt could create barriers to effective investment over time and inadvertently narrow the opportunity set.

By looking at private debt mandates from a new perspective, that allows managers to flexibly source assets across the full range of opportunities and manage portfolios with specific insurance-led risk constraints – could help insurers harness the full potential of the asset class, now and as it evolves.

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The value of investments will fluctuate, which will cause prices to fall as well as rise and investors may not get back the original amount they invested.