Enterprise Capital Strategy

Identify, measure and manage return and risk trade-offs across your insurance organisation

Our Enterprise Capital Strategy (ECS) services provide the framework and key analytics to support informed financial decision-making.

Built for the Insurance Industry

Our enterprise-based framework is designed to address the diverse structures and objectives of insurance companies. From globally diversified, multi-product publicly traded companies to U.S.-domiciled, mono-line mutual companies, our framework can be applied to analyse balance sheets and investment portfolios with differing characteristics and constraints.

Solutions can be developed under Statutory, GAAP, and IFRS frameworks, reflecting the incidence of taxes as well as rating agency, regulatory, and solvency-related risk-based capital considerations. Through optimisation, enterprise simulation, and stress testing, we seek to develop a clearer view of your organisation’s specific investment and capital needs.

Crafting Your Financial Goals

Using our proprietary Enterprise Based Asset Allocation™ (EBAA™) process, we tailor asset allocation recommendations to align with your unique requirements. This process leads to your company’s recommended investment guidelines and investment performance benchmarks. These are based on prospective capital market returns and product margins, their volatilities, correlations, operating and financial leverage, and client-specific business constraints and enterprise risk tolerances.

To learn more, watch our video on our EBAA™ framework.

Our EBAA™ FrameworkOur EBAA™ Framework

Framework and Key Analytics Include:

  • Capital structure and allocation
  • Asset allocation
  • Product mix and design
  • Reinsurance structures
  • Acquisitions and divestitures
  • Climate Change Risk Stress Testing

Lorem ipsum dolor sit amet consectetur. Adipiscing feugiat eu ipsum tellus dolor luctus.

Lorem ipsum dolor sit amet consectetur. Pellentesque purus fermentum odio sit. Risus tempor volutpat amet pellentesque sapien. Eget consectetur sem a purus malesuada. Sed non condimentum mauris odio ipsum id morbi nunc pellentesque. Augue ut semper iaculis blandit id adipiscing tempus.

Button textButton text
What Investment Accounting & Reporting Means at NEAM
What Investment Accounting & Reporting Means at NEAM

What Investment Accounting & Reporting Means at NEAM

NEAM combines dedicated service and insurance-specific insights to deliver investment accounting and reporting designed to fit seamlessly into how insurers operate. Each investment accounting client works with a dedicated Investment Accountant who helps with account-specific and industry-related questions. Our investment accounting team members work with you to make sure your specific requirements are met while playing an active role in the overall client service team.

Our investment accounting services are supported by an integrated platform that connects accounting, reporting, and data systems to help streamline workflows and provide portfolio data that is consistent, validated, and ready for financial and regulatory use.

Our Investment Accounting Services

  • Investment accounting services for multiple asset classes, including fixed assets, equities, bank loans, structured securities, partnerships, private equity, and funds.
  • Investment accounting and reporting services for managed and unmanaged portfolios.
  • Full capabilities to account for foreign currencies, producing reports in the group currency with the ability to translate your reports into various currencies using published or your preferred FX rates.

Access to Data How and When You Need It

We fully reconcile holdings and transactions to trial balances to confirm reports agree to your general ledger prior to sending them to you, allowing you more time for analysis. Pricing for managed assets is obtained from third-party sources, then subject to a rigorous review, resulting in a validated and transparently valued portfolio. At NEAM we don’t just deliver investment accounting data; we structure it, make sure it connects into your systems, and format it so you can use it in reporting and decision -making.

  • Monthly, quarterly, and annual investment accounting report packages on a STAT, GAAP, IFRS and Lloyd’s basis
  • Assistance with statutory reporting, including Schedule D & Securities Valuations Office (SVO) filings
  • Interest Maintenance Reserve/Asset Valuation Reserve reports for Life/Health insurers
  • Impairment/OTTI Analysis
  • Rating Agency Reporting Support
  • Custodial Bank Interface Capabilities and Reconciliation
  • Performance Measurement & Reporting
  • Ad hoc regulatory data calls
Part of a Connected Whole

Part of a Connected Whole

Asset management serves as the anchor of NEAM's consolidated investment solution. Our insurance-focused investment capabilities are integrated with enterprise capital strategy, risk analytics, and investment accounting and reporting to reflect how insurers operate in practice. This interconnected approach supports informed decision-making across the organisation, extending beyond the investment portfolio alone.

Part of a Connected Whole

Capital & Risk Analytics Platform (CARA®)

The CARA® platform provides an integrated suite of online tools tailored for insurance investment management, allowing our team and clients alike to design, implement, manage and monitor the major components of a capital management and investment strategy. Paired with the judgement of our investment professionals, the CARA® platform delivers transparent and accessible portfolio information.

Learn MoreLearn More
1/2

Customized Peer Reporting

Knowing where you stand among your peers and the broader industry provides insight when considering forward looking strategy. Compare your investment portfolio against the insurance industry as a whole or a curated set of competitors.

Request a Custom Peer ReportRequest a Custom Peer Report

Insights from Our Team

NEAM's investment professionals regularly publish insights on topics relevant to insurance investment leaders including market conditions, regulatory developments, capital management strategy and more.

Trade Winds November 2026

Trade Winds: November 2026

October Overview As expected, the Fed decided to maintain the target range for the federal funds rate at 3.75% to 4% at its October 28 meeting. There were two dissents in favor of ...
Trade Winds: November 2026 Read More
Lloyd's Market October 2026

Market Watch: 3Q 2026

3Q 2026 UK Economy Overview Growth had been expected to slow following a stronger-than-expected start to the year, with GDP expanding by 0.6% QoQ in the first quarter. However, des...
Market Watch: 3Q 2026 Read More
1/1

Ready to Learn More?

Interested in discussing your portfolio or navigating today’s insurance investment challenges? We’d like to learn more about what makes your insurance company different.

Let's start with a conversation.

Contact UsContact Us