Rocaton has  been partnering with insurance companies since the firm’s earliest days.  Our investment professionals have extensive experience advising  clients on fixed income portfolio management as well as addressing the unique challenges that insurance companies face. We work closely with each insurance client to understand their goals and consider the specific regulatory requirements to which they are subject, including statutory limitations on certain investments and capital requirements.

 

In addition to our traditional services, we offer our insurance company clients in-depth reviews and evaluations of accounting practices for various types of securities. Our extensive knowledge regarding industry best practices in pricing and valuation adds significant value.  For example, we have worked closely with insurance clients to address OTTI policies and practices.