Insurance investment teams operate at the intersection of markets, regulation and balance sheet constraints. Bloomberg’s investment management solutions help insurers navigate this complexity by delivering a clear, connected view of exposures, risk and performance across public and private assets.
By combining market data, analytics and portfolio tools within a single environment, insurers can identify exposures, understand capital sensitivities and make informed investment decisions that support both near-term requirements and long-term balance sheet strength.
Clear insight into risk and performance
Gain a total portfolio view of performance drivers, exposures, cashflows and forward-looking risk across public and private assets using consistent, trusted analytics. Communicate outcomes with confidence to internal stakeholders, regulators and boards.
Investment decisions aligned to the balance sheet
Bring assets and liabilities together within a unified risk framework to monitor funding, liquidity and capital sensitivity. Stress-test decisions in real time to support solvency objectives and long-term balance sheet strength.
Operational scale you can rely on
Run resilient, auditable investment operations with connected workflows across trading, compliance and post-trade. Reduce complexity, strengthen controls and support scale across asset classes and strategies.
Bloomberg’s investment management solutions
Discover the core components that help make insurer’s workflows faster, smarter and more connected.
Connect research to balance sheet impact
Support the full investment workflow, from idea generation through to investment decisions. Use ASKB to analyze market developments, credit risk and macro trends, helping teams identify opportunities.
Bloomberg’s Research Management Solutions (RMS) centralizes research, credit views and investment rationale in one place. Link insights directly to portfolio positioning, capital sensitivity and balance sheet impact, ensuring decisions are aligned with solvency objectives.
Align portfolios with balance sheet objectives
Support the full investment workflow, from position management to risk and performance analysis. Monitor exposures, assess capital sensitivity and manage portfolios in a single, integrated view.
Portfolio & Risk Analytics (PORT) delivers scenario analysis, performance attribution and risk insights across public and private assets, helping you evaluate investment decisions in the context of capital requirements and balance sheet constraints.
BQuant enables you to build and apply custom models aligned to your investment strategy. Develop analytics for capital optimization, cashflow analysis and portfolio construction to support more informed, balance sheet-aware decisions.
Unify asset and liability risk
Bring assets and liabilities together within a consistent risk framework to assess capital sensitivity, liquidity and exposure across the balance sheet.
Use scenario analysis and stress testing to evaluate the impact of market movements on solvency, capital ratios and portfolio risk. Support regulatory reporting and ensure investment decisions remain aligned with capital requirements.
Execute with control and capital efficiency
Our Order Management System (AIM) delivers multi-asset, end-to-end workflow support across the investment lifecycle. With integrated decision support, pre-trade compliance, and rebalancing tools, it enables efficient execution and keeps portfolios aligned with targets.
Optimize execution across markets
Access third-party liquidity, native trading tools and Bloomberg analytics across fixed income, FX and equities. Bloomberg’s execution solutions, including EMSX, FXGO and TSOX, support multi-asset workflows from order routing through to execution.
Ensure accuracy and auditability across the balance sheet
Post-trade operations provide a single, authoritative source of truth across positions, cash and exposures.
Using integrated data and workflows across reconciliations, matching and settlement, maintain a complete and auditable record that supports regulatory reporting, internal controls and balance sheet transparency.
Manage regulatory and capital requirements with confidence
Address regulatory obligations and capital requirements with integrated compliance tools that support monitoring, reporting and auditability. Maintain alignment with investment guidelines while supporting solvency and governance standards.
Support capital and risk decisions with trusted data
Access comprehensive financial data across asset classes, including pricing, reference data, fundamentals and ESG. Maintain a consistent, validated data foundation to support risk analysis, valuation and regulatory reporting.
High-quality, standardized data enables you to assess capital sensitivity, monitor exposures and maintain transparency across the balance sheet, supporting informed investment decisions and solvency requirements.
Integrate workflows to support control and governance
Connect investment systems, risk models and data sources to create a unified view across assets and liabilities. Ensure consistency across front-office, risk and reporting workflows to support decision-making and regulatory requirements.
Bloomberg’s managed services help maintain data integrity, strengthen operational controls and support scalable, auditable processes aligned with governance and solvency needs.
Connect research to balance sheet impact
Support the full investment workflow, from idea generation through to investment decisions. Use ASKB to analyze market developments, credit risk and macro trends, helping teams identify opportunities.
Bloomberg’s Research Management Solutions (RMS) centralizes research, credit views and investment rationale in one place. Link insights directly to portfolio positioning, capital sensitivity and balance sheet impact, ensuring decisions are aligned with solvency objectives.
Align portfolios with balance sheet objectives
Support the full investment workflow, from position management to risk and performance analysis. Monitor exposures, assess capital sensitivity and manage portfolios in a single, integrated view.
Portfolio & Risk Analytics (PORT) delivers scenario analysis, performance attribution and risk insights across public and private assets, helping you evaluate investment decisions in the context of capital requirements and balance sheet constraints.
BQuant enables you to build and apply custom models aligned to your investment strategy. Develop analytics for capital optimization, cashflow analysis and portfolio construction to support more informed, balance sheet-aware decisions.
Unify asset and liability risk
Bring assets and liabilities together within a consistent risk framework to assess capital sensitivity, liquidity and exposure across the balance sheet.
Use scenario analysis and stress testing to evaluate the impact of market movements on solvency, capital ratios and portfolio risk. Support regulatory reporting and ensure investment decisions remain aligned with capital requirements.
Execute with control and capital efficiency
Our Order Management System (AIM) delivers multi-asset, end-to-end workflow support across the investment lifecycle. With integrated decision support, pre-trade compliance, and rebalancing tools, it enables efficient execution and keeps portfolios aligned with targets.
Optimize execution across markets
Access third-party liquidity, native trading tools and Bloomberg analytics across fixed income, FX and equities. Bloomberg’s execution solutions, including EMSX, FXGO and TSOX, support multi-asset workflows from order routing through to execution.
Ensure accuracy and auditability across the balance sheet
Post-trade operations provide a single, authoritative source of truth across positions, cash and exposures.
Using integrated data and workflows across reconciliations, matching and settlement, maintain a complete and auditable record that supports regulatory reporting, internal controls and balance sheet transparency.
Manage regulatory and capital requirements with confidence
Address regulatory obligations and capital requirements with integrated compliance tools that support monitoring, reporting and auditability. Maintain alignment with investment guidelines while supporting solvency and governance standards.
Support capital and risk decisions with trusted data
Access comprehensive financial data across asset classes, including pricing, reference data, fundamentals and ESG. Maintain a consistent, validated data foundation to support risk analysis, valuation and regulatory reporting.
High-quality, standardized data enables you to assess capital sensitivity, monitor exposures and maintain transparency across the balance sheet, supporting informed investment decisions and solvency requirements.
Integrate workflows to support control and governance
Connect investment systems, risk models and data sources to create a unified view across assets and liabilities. Ensure consistency across front-office, risk and reporting workflows to support decision-making and regulatory requirements.
Bloomberg’s managed services help maintain data integrity, strengthen operational controls and support scalable, auditable processes aligned with governance and solvency needs.