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Podcast Center

Tune in to the InsuranceAUM.com Podcast, hosted by our Managing Partner, Stewart Foley, CFA. Our podcast features insightful conversations with CIOs, asset managers, and other distinguished professionals in the insurance asset management industry. Each episode delves into the latest trends, challenges, and opportunities, providing listeners with valuable perspectives and practical advice. Our podcasts are available in the Podcast Center and through popular distribution channels like Apple Podcasts, Spotify and YouTube. Don’t miss out on these engaging discussions that are essential for insurance investors and asset managers.

Episode 102: Emerging Market Corporate Debt with Vic Harling, Head of Emerging Market Corporate Debt at Ninety One

Ninety One
November 09, 2022

Stewart Foley explores emerging market corporate debt with Ninety One’s Head of EM Corporate Debt, covering market fundamentals, ESG integration, and navigating today’s challenges.

Episode 96: Why Impact Investing Goes Beyond Green Bonds

T. Rowe Price
October 03, 2022

Join host Stewart Foley on the InsuranceAUM.com Podcast as we discuss impact investing, green bonds, and public fixed income strategies tailored for insurance investors.

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Data Valuation Engine: Qi Liu

StepStone
September 09, 2022

In this episode of RPM, Qi Liu from our data, science and engineering team discusses one of our newest tools – the daily valuation engine (DVE). Typically, private market investors must wait anywhere from two to four months after quarter end to see how the value of their portfolios has changed; DVE, as the name implies, allows them to make this estimate well before general partners report.

Episode 87: Opportunities and challenges in the Asian insurance market

Wellington Management
July 19, 2022

Join host Stewart Foley, CFA, on the InsuranceAUM.com Podcast as we discuss the opportunities and challenges in the rapidly evolving Asian insurance market, including regulation, private assets, and ESG trends.

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Christian Frei: Geopolitical Uncertainty

StepStone
June 17, 2022

In this episode of RPM, we’re talking about the direct and indirect effects of the war in Ukraine. While private markets may have relatively little direct exposure to Russia, Ukraine, Poland and Belarus (2:00), measuring the indirect effects is more difficult. In some instances, the higher prices and price inflation that the war may effect could provide a tailwind to some asset classes (10:40). Because private market valuations lag behind those of public markets, investors often wonder what the latter portends for the former. In short, private equity valuations fall half as much as their public equity counterparts; in private debt, market value declines have been 5x or greater than subsequent credit losses (12:56). All that is to say that an allocation to private markets can add stability to a portfolio.

Episode 68: How Real Estate Equity and ESG Converge in an Insurer’s Portfolio

MetLife Investment Management
March 21, 2022

In this episode of the InsuranceAUM Podcast, host Stewart Foley explores the convergence of real estate equity and ESG in insurers’ portfolios. From RBC changes to inflation hedging and sustainability strategies, discover how real estate offers opportunities for long-term performance and positive impact.

Episode 66: Tax Equity & ESG Investing – Discover the Dual Benefits

Monarch Private Capital
February 08, 2022

In this episode of the InsuranceAUM Podcast, host Stewart Foley explores tax credit equity and its role in ESG-focused investments with experts from Monarch Private Capital.

Episode 62: A New Perspective on ESG

Academy Securities
January 10, 2022

In this episode of the InsuranceAUM Podcast, host Stewart Foley dives into ESG, sustainability, and their growing importance in the insurance industry, with insights on climate risk, water stress, and cybersecurity.

Episode 36: How the Principles for Responsible Investment (PRI) helps insurers get started and make progress in ESG integration

PRI
March 26, 2021

Join host Stewart Foley on the InsuranceAUM.com Podcast as we explore ESG investing and its growing impact on insurance portfolios. How are insurers integrating ESG factors, and what does it mean to be a responsible investor?

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