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Quest Training

Investment Management for Insurance Companies Training Course

Shows how insurers set investment strategies and policies that balance return targets with policyholder liabilities, liquidity, solvency and risk appetite.

INM · Insurance Investment & Asset ManagementAll Levels#1887ClassroomEnglish , Arabic
Duration
5 Days
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Free substitution at any time · 30+ days' notice: full refund minus 10%. Cancellation policy

Sectors:Insurance & Risk ManagementCategories:Insurance Investment & Asset Management

Course Overview

This comprehensive course provides a practical and strategic framework for managing investments within insurance companies. It addresses the distinctive requirements of insurance investment management, where investment decisions must balance return objectives with policyholder obligations, liquidity requirements, capital preservation, solvency considerations, risk appetite, and long-term financial sustainability. Participants will examine the investment management lifecycle, including investment strategy development, policy formulation, asset allocation, portfolio construction, investment selection, risk management, performance monitoring, rebalancing, and governance. The course emphasizes disciplined investment decision-making and the integration of investment activities with the insurer’s broader financial and risk management framework. The programme covers major investment asset classes and their respective risk and return characteristics, including fixed income, equities, cash and liquidity instruments, and alternative investments. Participants will learn how to evaluate investment opportunities, assess portfolio diversification, manage concentration and liquidity risks, and align investment decisions with the characteristics of insurance liabilities. Particular attention is given to asset-liability management, capital and solvency, investment risk, stress testing, performance measurement, investment limits, governance, and reporting. Through practical exercises and an integrated final workshop, participants will develop an investment management framework capable of supporting sustainable returns while protecting capital and maintaining appropriate liquidity and solvency.

Learning Objectives

  • By the end of the course, participants will be able to:
  • Analyze the principles and strategic role of investment management within insurance companies.
  • Develop investment strategies aligned with insurance liabilities and corporate objectives.
  • Define investment objectives, constraints, risk appetite, and investment guidelines.
  • Evaluate the risk-return characteristics of major investment asset classes.
  • Apply strategic asset allocation and portfolio construction techniques.
  • Assess investment opportunities using financial, risk, liquidity, and portfolio considerations.
  • Manage portfolio diversification, concentration, credit, market, and liquidity risks.
  • Apply asset-liability management principles to insurance investment decisions.
  • Evaluate investment performance using appropriate return and risk measures.
  • Apply stress testing, scenario analysis, and sensitivity analysis to investment portfolios.
  • Establish investment limits, controls, monitoring indicators, and escalation mechanisms.
  • Strengthen investment governance, oversight, and reporting.
  • Develop effective portfolio rebalancing and risk mitigation strategies.
  • Improve long-term investment performance, capital protection, and financial resilience.

Who Should Attend

This course is designed for insurance professionals responsible for investment strategy, investment management, portfolio management, asset management, risk management, treasury, finance, actuarial analysis, capital management, and asset-liability management. It is particularly suitable for Investment Managers, Chief Investment Officers, Portfolio Managers, Asset Managers, Investment Analysts, Investment Risk Managers, Risk Managers, Actuaries, Treasury Managers, Financial Analysts, Capital Management Specialists, and professionals responsible for developing or implementing investment policies and strategies. The programme is also relevant for senior executives, investment committee members, risk committee members, board-level professionals, and decision makers responsible for investment performance, capital preservation, liquidity, solvency, risk appetite, and the long-term financial sustainability of insurance companies.

Learning Outcomes

  • Upon completion of the course, participants will be able to:
  • Explain the strategic role of investment management in insurance companies.
  • Develop investment objectives and guidelines appropriate for insurance portfolios.
  • Assess the risk and return characteristics of major asset classes.
  • Develop strategic asset allocation and portfolio construction approaches.
  • Evaluate investment opportunities in relation to risk, return, liquidity, and capital.
  • Apply diversification and concentration management techniques.
  • Assess market, credit, interest rate, currency, liquidity, and counterparty risks.
  • Apply asset-liability management principles to investment decisions.
  • Measure and evaluate investment portfolio performance.
  • Apply stress testing and scenario analysis to insurance investments.
  • Establish investment limits and key risk indicators.
  • Identify early-warning indicators of deteriorating investment performance or risk.
  • Develop portfolio rebalancing and investment risk mitigation strategies.
  • Strengthen investment governance, monitoring, and reporting.
  • Build an integrated investment management framework supporting sustainable returns, capital protection, liquidity, and solvency.

Course Outline

Course Outline

Day 1

Fundamentals of Investment Management in Insurance

  • Role of investment management within insurance companies.
  • Characteristics and objectives of insurance investment portfolios.
  • Investment objectives and policyholder obligations.
  • Investment risk, return, liquidity, and capital preservation.
  • Risk appetite, investment constraints, and portfolio guidelines.
  • Investment policy development and governance.
  • Strategic versus tactical investment management.
  • Investment decision-making frameworks.
  • Practical Application: Develop an investment strategy and investment policy framework for a hypothetical insurance company.
Day 2

Asset Classes, Asset Allocation & Portfolio Construction

  • Characteristics of major investment asset classes.
  • Fixed income and credit investments.
  • Equity investments and market exposure.
  • Cash and liquidity instruments.
  • Alternative investments and diversification.
  • Strategic asset allocation.
  • Tactical asset allocation.
  • Portfolio diversification and concentration management.
  • Risk-return optimization and portfolio construction.
  • Practical Application: Construct a diversified insurance investment portfolio based on defined risk, return, liquidity, and capital requirements.
Day 3

Investment Risk, Asset-Liability Management & Capital

  • Investment risk identification and assessment.
  • Market and interest rate risk.
  • Credit and counterparty risk.
  • Liquidity and concentration risk.
  • Foreign exchange and currency risk.
  • Principles of asset-liability management.
  • Matching assets with insurance liabilities.
  • Duration and cash-flow considerations.
  • Investment decisions and capital adequacy.
  • Practical Application: Analyze an insurance investment portfolio and identify key asset-liability, liquidity, capital, and investment risks.
Day 4

Performance Measurement, Stress Testing & Portfolio Optimization

  • Investment performance measurement.
  • Absolute and relative performance analysis.
  • Risk-adjusted performance evaluation.
  • Benchmark selection and performance attribution.
  • Portfolio sensitivity and scenario analysis.
  • Investment stress testing.
  • Interest rate, credit, equity, currency, and liquidity scenarios.
  • Portfolio rebalancing and optimization.
  • Investment risk mitigation strategies.
  • Practical Application: Evaluate investment performance, conduct stress testing, and develop a portfolio optimization and rebalancing strategy.
Day 5

Investment Governance, Monitoring & Strategic Decision-Making

  • Investment governance frameworks for insurance companies.
  • Roles of boards, investment committees, risk functions, and senior management.
  • Investment policies, mandates, limits, and controls.
  • Portfolio monitoring and key risk indicators.
  • Early-warning indicators and escalation mechanisms.
  • Investment risk and performance reporting.
  • Strategic decision-making under changing market conditions.
  • Continuous review of investment strategy and portfolio performance.
  • Building long-term investment resilience and sustainable returns.
  • Final Workshop: Develop an integrated investment management framework for an insurance company covering investment objectives, policy, asset allocation, portfolio construction, asset-liability considerations, risk management, liquidity, capital, performance measurement, stress testing, rebalancing, governance, monitoring, and strategic management actions.

Upcoming Dates

Selected date

Amsterdam · 8 – 12 Mar 2027 · Classroom

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CityDatesPrice per ParticipantEarly Bird
CasablancaScheduled
2 – 6 Nov 2026€4,300—
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LisbonScheduled
2 – 6 Nov 2026€5,400—
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MunichScheduled
2 – 6 Nov 2026€5,400—
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AmmanScheduled
9 – 13 Nov 2026€3,099—
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DammamScheduled
9 – 13 Nov 2026€4,200—
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LondonScheduled
9 – 13 Nov 2026€5,600—
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MuscatScheduled
9 – 13 Nov 2026€5,300—
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OnlineScheduled
15 – 19 Nov 2026€1,700—
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AmsterdamScheduled
16 – 20 Nov 2026€5,400—
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DohaScheduled
16 – 20 Nov 2026€4,400—
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MadinahScheduled
16 – 20 Nov 2026€4,200—
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DubaiScheduled
22 – 26 Nov 2026€4,400€3,960until 2 Nov
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BakuScheduled
23 – 27 Nov 2026€4,800€4,320until 2 Nov
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MadridScheduled
23 – 27 Nov 2026€5,400€4,860until 2 Nov
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ParisScheduled
23 – 27 Nov 2026€5,700€5,130until 2 Nov
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BangkokScheduled
30 Nov – 4 Dec 2026€6,093€5,484until 9 Nov
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FrankfurtScheduled
30 Nov – 4 Dec 2026€5,800€5,220until 9 Nov
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MakkahScheduled
30 Nov – 4 Dec 2026€4,200€3,780until 9 Nov
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RiyadhScheduled
30 Nov – 4 Dec 2026€4,200€3,780until 9 Nov
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BarcelonaScheduled
7 – 11 Dec 2026€5,400€4,860until 16 Nov
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GenevaScheduled
7 – 11 Dec 2026€6,300€5,670until 16 Nov
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ManamaScheduled
7 – 11 Dec 2026€4,700€4,230until 16 Nov
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RomeScheduled
7 – 11 Dec 2026€5,800€5,220until 16 Nov
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BerlinScheduled
14 – 18 Dec 2026€5,300€4,770until 23 Nov
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IstanbulScheduled
14 – 18 Dec 2026€4,693€4,224until 23 Nov
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MarrakeshScheduled
14 – 18 Dec 2026€4,200€3,780until 23 Nov
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ViennaScheduled
14 – 18 Dec 2026€5,700€5,130until 23 Nov
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CairoScheduled
21 – 25 Dec 2026€3,300€2,970until 30 Nov
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Kuala LumpurScheduled
21 – 25 Dec 2026€4,400€3,960until 30 Nov
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MilanScheduled
21 – 25 Dec 2026€6,000€5,400until 30 Nov
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AmsterdamScheduled
8 – 12 Mar 2027€5,400€4,860until 15 Feb
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Available in: Istanbul · Dubai · London · Riyadh · Doha · Amsterdam

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