Investment approach

Our insurance asset management capabilities emphasize the generation of attractive income and long-term total returns in a liability-driven and constraint-aware manner. A focus on principal preservation is maintained through SIM’s disciplined, fundamental underwriting and credit selection processes. Led by a dedicated insurance portfolio management team, we deliver customizable and client-focused investment solutions tailored to meet the unique needs of an insurer’s liability profile. From a fixed income perspective, we make full use of SIM’s multi-sector capabilities, allocating across sovereign debt, public investment-grade corporates, private placements, commercial mortgage loans, bank loans and high-yield, as well as a variety of structured finance sleeves, including CLOs, ABS and MBS/CMOs. We can also provide alternative asset solutions, including private equity funds, senior debt funds, mezzanine funds and co-investments, as well as overlay strategies in relation to both asset and liability management. SIM also generates exposure to other sectors, such as CMBS, emerging market debt and municipal bonds.

Benchmark

Customized

Number of investment professionals

9

Average years of experience

19 years

Lead portfolio managers (years of experience)

Nick Mocciolo (22), Justin Hook (16)