NEAM at Lloyd's of London

NEAM has been managing fixed income assets for Lloyd’s of London entities since 1998. 1 This experience and our insurance focus gives us a strong understanding of the unique operating challenges faced in the Lloyd’s market today. We currently manage $8.3 billion in assets for 9 Managing Agencies across 13 Syndicates both within Premium Trust Funds and Funds at Lloyd’s.

NEAM at Lloyd's by the Numbers*

28

Years Active in Lloyd's of London Market

$8.2B

Assets under management 2

9

Managing Agencies 2

13

Syndicates 2

2 As of [date here]

2 Figures represent unaffiliated insurance company asset management clients of NEAM, Inc. and unaffiliated and discretionary affiliated clients of NEAM Limited

Globally Coordinated Investment Process with Local Execution
Globally Coordinated Investment Process with Local Execution

Globally Coordinated Investment Process with Local Execution

We believe that the most effective approach for managing Lloyd’s insurers' investments is to combine a global policy framework that looks at relative return and risk opportunities in a global context, with local currency expertise and execution capabilities.

  • A fully coordinated global Investment Team with global investment policy and credit processes
  • Optimising value opportunities globally while emphasising local implementation of policy recommendations
  • Execution within local currency markets
Globally Coordinated Portfolio Management Team
Globally Coordinated Portfolio Management Team

Globally Coordinated Portfolio Management Team

Our globally coordinated Portfolio Management Teams provide clients with easy access to dedicated thought partners in both US and European markets.

  • Portfolio Management coverage both in local currency markets and local time zones
  • Optimised investment strategies for both Lloyd's Trust Funds and Funds at Lloyd's accounts
  • Strategies implemented across multiple accounts, currencies and regulatory environments
Tell Us About Your ChallengesTell Us About Your Challenges

Investment Accounting & Reporting Tailored to Lloyd’s

Our specialised Investment Accounting Team provides the following tailored support:

Asset data to support Lloyd's and EIOPA (Solvency II) investment reporting (e.g. QAD / AAD, Standard Formula, QMA)

Fully consolidated reporting under Lloyd's / UK-GAAP, IFRS and US-GAAP investment accounting standards, including disclosures

Customised reports to meet your firm’s specific needs

Lloyd’s Enterprise Capital Return & Risk Management Insight
Lloyd’s Enterprise Capital Return & Risk Management Insight

Lloyd’s Enterprise Capital Return & Risk Management Insight

We use our Enterprise Based Asset Allocation™ (EBAA™) process to consider both sides of the balance sheet to develop optimal investment portfolios for our Lloyd’s clients.

  • Support in developing investment guidelines, policies and benchmarks
  • Evaluation of the impact of alternative investment strategies, including Solvency II and rating agency capital implications
  • Own Risk and Solvency Assessment (ORSA) components supported via interactive reports
  • Stress testing of underwriting and investment assumptions
Alignment With Lloyd’s Sustainability Guidance
Alignment With Lloyd’s Sustainability Guidance

Alignment With Lloyd’s Sustainability Guidance

We support market participants in achieving sustainable investment expectations set by the Corporation of Lloyd's and the PRA, through a practical, insurance-led approach focused on: Measurement, Governance, Reporting and Stress testing.

  • ESG Integration
  • Flexible Sustainable Investment Toolkit
  • ESG & Climate Metrics (incl. Stress Testing)
  • Education & Engagement

Investment Survey for Lloyd’s Syndicates

NEAM produces an annual survey, aiming to identify key investment trends for Lloyd’s Syndicates.

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Talk to our Team

Whether you're managing a Trust Fund or Funds at Lloyd's, NEAM's team would like to understand your specific situation and share how NEAM's approach may be able to support your investment objectives.

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