CapVisor Associates, LLC
 Insurance Investment Advisory 
Plan Implementation - Step 3

ManagerMatchSM

Investment Manager Universe comparison:

- Quantitative: eVestment Alliance universe

 -Qualitative: Investment experience with provider

- Peer studies and industry reputation

Client-specific considerations include;

- Insurance asset management expertise 
  (ALM,  Tax-efficient, constrained management   
  capabilities)

- Captive/ART experience

- Sectors and/or Style preferences

- Client servicing & Reporting

- Fees

- Value-added services, etc.

 

 

Internal and external resources are tailored to your plans' requirements

CapVisor provides access to world class investment intermediaries assuring a customized "fit" to each client's situation while providing a choice of the best anaylitic services available in the marketplace.

Our contracts with best-in–class portfolio managers are structured to promote objective evaluations encompassing an extensive variety of asset classes, investment styles and strategies.

 

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