CapVisor Associates, LLC Information

CapVisor Associates, LLC, an SEC registered investment advisor, works exclusively with insurance companies. Collectively, we bring more than 150 years of “Insurance Asset Management” experience to correlate the insurer’s investment strategy with their business objectives, liability structure and regulatory environment. Our services are designed to help insurers with any, or all, 4 major components impacting their investment programs and their performance results. These critical investment program components are: 1. Investment plan design/redesign a. Investment Policy Statement b. Investment Guidelines c. Rebalancing Rule d. Performance Benchmarking 2. Strategic Asset Allocation (SAA) optimization a. Current portfolio risk/reward characteristic analysis: expected returns, volatility and correlations b. Optimized portfolio mixes proposed for improved risk-adjusted returns c. Allocation consulting for client’s unique risk/reward budget 3. Investment manager quantitative and qualitative analysis and/or manager selection a. Nominal and risk-adjusted performance analysis of current program b. Quantitative: Performance analysis of peer group managers using PSN enterprise database c. Qualitative: manager style analysis and insurance asset management expertise/capabilities assessments 4. Program oversight and control a. Management for the manager(s) b. Economic, Securities Markets portfolio positioning consulting c. Risk-adjusted investment program reporting and management investment consulting CapVisor services include: 1) Consulting- A “Rent-a-CIO” service helping clients to design and implement an optimal investment program; 2) Manager Evaluation/Search- quantitatively and qualitatively assessing potential new, complementary or replacement investment manager(s) suited specifically to meet the insurer’s requirements; 3) Project Work- A negotiated, fixed fee, al a carte selection of various investment servicing capabilities