Investment Basics for Captives

CORE COURSE

5 CPE credits are available for the the successful completion of this course.

Captive insurance company investment programs seldom receive the level of attention deserved. Since investments represent the vast majority of assets on a Captive’s balance sheet, Management should pay a level of attention to their investment program that equals that of their focus on liabilities, (e.g. claims, underweighting, reinsurance and other operational activities). Arguably, Captives often place too much responsibility for their investment programs on outside vendors and need to better understand, take more control and provide better oversight of the investment function.

In this basic course, participants will learn the difference between Insurance Asset Management and Investment Management. The coursework will focus on areas such as:

• the importance of designing an efficient and appropriate investment plan
• the constituents involved in plan design and in the investment program
• basic investment concepts
• the importance of asset liability management (ALM), tax efficiency, etc.
• the key to a successful program: strategic asset allocation optimization
• selecting and properly evaluating investment managers
• understanding performance measurement
• modifying investment programs in accordance with various lifecycle stages

In addition to self-paced reading and assignment work, students will be required to attend four webconference sessions.  There are no prerequisite requirements for this course.  Prior to the first webconference participants need to access Canvas to review webconference directions and course material.

Registration Deadline: Monday,October 10, 2016

Webconference one: Monday,October 17th from 2:30 – 3:45 p.m. EDT
Webconference two: Monday,October 24th from 2:30 – 3:45 p.m. EDT
Webconference three: Monday,October 31st from 2:30 – 3:45 p.m. EDT
Webconference four: Monday,November 7th from 2:30 – 3:45 p.m. EST

This course will be offered again in Spring 2017.

For further details please contact at ICCIE at 802-651-9050.