Insurance Company Portfolio Management

CFA Level III: Wealth Management and Institutional Investing · 3:33

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Lyrics

[Verse 1]
Insurance companies take your premiums in
Promise to pay when claims begin
But between collection and payout day
They need to invest in a careful way
Assets and liabilities must align
Like a balancing act by design

[Chorus]
Match your assets, match your time
ALM keeps everything in line
Asset Liability Matching true
Duration matching, see it through
Regulatory capital standing strong
ALM principles all along

[Verse 2]
Life insurance policies last for years
Auto claims come quick, that's clear
Long-term bonds for life insurance needs
Short-term assets where quick cash feeds
The duration of assets and liabilities
Must dance together in harmony

[Chorus]
Match your assets, match your time
ALM keeps everything in line
Asset Liability Matching true
Duration matching, see it through
Regulatory capital standing strong
ALM principles all along

[Bridge]
Regulators watch the capital base
Making sure there's money in place
Risk-based capital requirements set
Safety margins you cannot forget
Solvency ratios must be met
To keep the company out of debt

[Verse 3]
Interest rate risk is the biggest threat
When rates change, portfolios get upset
Immunization strategies protect
From rate movements we can't predict
Credit risk and liquidity too
All managed by the portfolio crew

[Chorus]
Match your assets, match your time
ALM keeps everything in line
Asset Liability Matching true
Duration matching, see it through
Regulatory capital standing strong
ALM principles all along

[Outro]
From premiums in to claims paid out
Asset liability matching without doubt
Keep the balance, meet the need
Insurance portfolio management indeed

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