Insurance Investment Solutions

Evolving financial markets, regulatory requirements, rating agency pressures…

The list of portfolio complexities insurance companies contend with goes on, often competing with the day-to-day management of their underwriting business.

NEAM understands these intricacies and supports insurers across asset management, capital strategy, risk management and investment accounting. We deliver a consolidated solution designed to work across the various facets of their asset management needs; all delivered through a client-focused team.

A holistic solution for a complex industry. A team dedicated to client service.

One firm. One focus.
One integrated investment solution.

Investing for Insurance companies has been NEAM’s focus for over 40 years.

That specialization has shaped who we are and how we work: the services we've built, the technology we've developed, and the relationships we maintain.

Our consolidated investment solution is delivered by a team drawing from a unified data set, leading to reporting that is more consistent and decisions that align with client goals.

Our comprehensive offering includes a wide range of services.

Our offering brings together a wide range of services designed to complement each other, creating a comprehensive investment management solution built for the insurance industry.

AdobeStock_272060214

01

Asset Management

Our asset management capabilities are designed to generate stable, growing investment income while meeting insurance clients’ individual operating needs and risk tolerance.

This is supported by our foundational focus on insurance company investing, providing clients with relevant, and tailored portfolio recommendations.

AdobeStock_235140835

02

Enterprise Capital Strategy Services

NEAM’s Enterprise Capital Strategy services help insurance organizations identify, measure and manage return and risk trade-offs across their firm, recognizing that insurance and capital markets are interconnected and evolve over time. These capabilities help insurance executives plan for the future, resulting in more informed decision-making.

AdobeStock_847590370

03

Capital & Risk Analytics (CARA®) Platform

The CARA® platform is our suite of capital and risk management applications built to meet the complex asset management needs of insurance companies. 

This technology platform is integrated across our investment systems, providing an actionable investment management suite of applications built on consistent data.

AdobeStock_596971034

04

Investment Accounting & Reporting

Our dedicated Investment Accountants provide detailed reports, giving you consolidated reporting drawn from our integrated data source.

We fully reconcile holdings and transactions to trial balances, confirming reports agree to your general ledger prior to delivery, giving you more time to focus on what matters.

NEAM by the Numbers*

$90.6BN

AUM of Insurance Company Clients

143

Total # of Insurance Company Clients

99%

of AUM from Insurance Company Clients

147

Employees

As of 30 June 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, $84.3 billion of which are managed by NEAM, Inc. and the remaining $6.3 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.

Every client relationship starts 

with a conversation

Do you have questions on your portfolio or risk appetite? Want to discuss investment reporting concerns? We’re here to help.