Wednesday, April 16th, 2025 ⁠A topical newsletter from CIO Investing Insurance Assets A newsletter for institutional investors, spotlighting the challenges and opportunities in investing insurance assets. SPONSORED AD Asset Allocation Asset Owners Increasingly Holding Cash as Liquidity Becomes More Important Institutional investors are also increasingly investing in the private markets and embracing technology solutions, according to Northern Trust’s inaugural global asset owner peer study. Asset Allocation Insurer Scottish Friendly Chooses Schroders for $2.37B Mandate The asset manager will manage the mutual life firm’s insurance assets. News Janus Henderson to Manage $45B Fixed-Income Portfolio for Guardian Life The partnership will see Guardian seed $400 million for new fixed-income products at Janus. In-Focus How Has Private Credit Affected Valuations Across Debt Markets? Investors can access a more diversified menu of credit investments, but due diligence is key—especially in thinly traded markets. Research Insurers Further Embrace Private Assets, Especially Private Credit Approximately 62% of insurers plan to increase their private markets allocations, according to a survey of insurance CIOs conducted by Goldman Sachs. Alternatives Insurers Continue to Seek Greater Private Markets Exposure According to Conning’s annual insurance investment risk survey, insurance investors are far less concerned about inflation than in recent years and are piling into private assets. Did someone forward you this newsletter? Sign up here to get Chief Investment Officer Spotlight directly in your mailbox!

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