Why NEAM?
Insurance focused by design with client service at the heart of our approach.
At NEAM, supporting the success of our insurance clients goes beyond investment management. Our experienced teams are committed to delivering high‑quality service and goal-driven outcomes to build enduring relationships with our clients.
We demonstrate that commitment through our dedicated teams, actionable tools and tailored solutions.
Dedicated Teams
Each insurance client is assigned a dedicated team built with their needs in mind. This personalized team aims to create continuity across the relationship and informed communication across different touch points.
There’s no need to start at square one with each call or email; we work together to get to the heart of your questions, aiming to get you what you need, when you need it.
- Knowledgeable insurance and capital markets professionals
- Responsive service as our goal paired with access to key investment professionals
- Multi-disciplinary teams providing access to relevant skillsets and experience that matter
We seek to partner closely with our clients, acting as an extension of their operations to help meet their investment goals and offer the support they need.
Actionable Tools
The complexities insurers navigate require investment solutions customized to their distinct needs.
NEAM’s investment technology platform was built by investment professionals and tailored for insurance executives to provide actionable tools integrated across our wide range of solutions.
NEAM’s CARA® Platform allows you to view, measure and manage risk across your portfolio online on a daily basis.* This web-based, proprietary suite of capital and risk management applications is fully integrated with the firm’s broader ecosystem—including our investment accounting, data warehouse reporting, and trading and portfolio guideline compliance systems—helping us deliver actionable investment management solutions built on consistent data.
*Data updated daily to the extent available and subject to occasional maintenance periods.
Tailored Solutions
At NEAM, we have a primary business focus: the insurance industry.
Our investment process is built with insurers’ income needs, risk constraints, and regulatory environment in mind from the start. From there we tailor our solutions to each insurance company client’s unique guidelines and business goals.
- Portfolios are customized to each insurer’s guidelines, capital considerations, liquidity requirements, etc.
- We offer a combined view of assets, liabilities and capital in the context of the entire insurance enterprise
- Investment accounting and reporting services designed to align with insurance regulatory and accounting standards
- Rating agency questionnaire and regulatory reporting support (SRQ, Solvency II, etc.).
NEAM by the Numbers*
$89.8 BN
AUM of Insurance Company Clients
142
Total # of Insurance Company Clients
99%
Insurance Company Client Assets
145
Employees
As of 31 March 2026
*Figures represent aggregated assets, clients and personnel of both NEAM, Inc. and its affiliate, the majority of which are dedicated to NEAM, Inc. Represents unaffiliated insurance company asset management clients, $83.4 billion of which are managed by NEAM, Inc. and the remaining $6.4 billion of which are managed by NEAM, Inc.’s affiliate. Thirteen of the noted clients operate as insurance entities controlled or managed by State or Governmental entities.
Insights from the Team
NEAM's team of investment professionals publishes regularly on the topics that matter to insurance investment executives: market conditions, regulatory developments, capital management strategy and more.
2025 Medical Liability Insurers Investment Highlights: Higher Income, Measured Risk
Market Watch: 3Q 2026
Trade Winds: October 2026
Ready to See What Partnership at Work® Looks Like?
If you’re ready for additional support as you navigate insurance investment challenges, we’d like to learn more about what makes your insurance company different.
Let's start with a conversation.
