Insurance Funds

Understanding of the Unique Operating Characteristics of Your Fund

Our approach begins with a thorough understanding of the unique operating characteristics of your fund that influence investment strategy. We assist you in establishing appropriate investment guidelines and performance benchmarks to measure the value added provided by our investment management.

Orleans Capital's goal is to help your fund achieve its objective through the management of understandable and quantifiable risk.

We Carefully Manage Cashflow

We carefully manage cashflow, considering both maturities and income, to help meet your cash needs in the event of extreme underwriting results. We structure holdings to help protect the fund from the risk of forced liquidations that could create unwanted losses from untimely asset sales. This process can assist in helping to meet your fund’s underwriting obligations. Once liquidity requirements are met, we have the opportunity to be more productive with the remaining assets of the portfolio.

Orleans Capital provides a full range of investment, analytical and management support services for insurers

Fully discretionary asset management
Assistance in formulating an appropriate investment policy, objectives, guidelines and performance benchmarks
Regulatory agency assistance
Rating agency assistance
Asset - liability matching
Risk-based capital analysis