Apex IPS can work with clients on either a retention or a project basis. We have supported insurers in the following areas:

Operations and Procedures

• Infrastructure review and appraisal
• Management Information implementation or improvement
• Aggregate assets; balances, returns, risk, forecasting, benchmarking etc…
• Documentation review
• Investment Policy Statements
• Risk Appetite documentation
• Risk policies
• Investment Management Agreements
• Etc…

Performance and Risk Management

• Cash and liquidity optimisation (and drag reduction)
• Investment portfolio specification, and product selection
• Unique product assessment (eg structured products or funds)
• Budgeting (risk and return)
• Third party manager monitoring
• Third party manager benchmarking, and search and selection

Investment Strategy

• Portfolio optimisation
• Reallocation and transition management
• Documentation
• Periodic review