Exchange-traded funds (ETFs) are gaining traction with insurers as they discover broad applications for ETFs within their diverse investment functions. Generally speaking, ETF usage is not new for insurance companies, but the ways they are using ETFs are changing and adoption is accelerating. This increased usage is validated by the Greenwich Associates U.S. survey (2014), which reported that 45% of the insurance companies surveyed who are currently using ETFs expect to increase their allocation to ETFs over the following twelve months.1
Liquid ETF solutions for life, property and casualty, health and reinsurance general account management.
Wrapped Insurance Products
Customized iShares ETF offerings for asset management funds and annuity management.
Insurer Case Studies
NAIC Designations for iShares ETFs
Over 70 iShares ETFs have NAIC designations, allowing for more favorable risk-based capital (RBC) treatment than ETFs reported as common stock.
1 Source: Greenwich Associates