Insurance Firms

Investment and risk analytics built for the obligations of an insurance balance sheet.

Overview

How Concentric Serves Insurance Firms

Insurance companies manage complex investment portfolios alongside significant counterparty, credit, and regulatory obligations. Concentric Analytics supports insurance investment teams and finance functions with the financial analysis, credit research, and operational support needed to manage these responsibilities efficiently, with the rigor required by regulators and rating agencies. Where client compliance permits, optional AI-assisted portfolio surveillance is available to track issuer-level developments across large fixed income and loan books.

Key Services

Services Covered

AI Capability — Available via Intelligence Layer

Portfolio Surveillance (Optional AI Layer)

Where client compliance permits, automated monitoring of rating actions, issuer news, and regulatory developments across large fixed income and loan books can support proactive portfolio management.

Related Sectors

Sectors that share buyer characteristics

Ad-hoc projects, recurring retainers, or fully embedded teams, we configure the engagement around your workflow.