Insurance ALM and Surplus Management

CFA Level III: Wealth Management and Institutional Investing · 3:30

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Lyrics

[Verse 1]
Insurance companies hold your trust
Managing risks is what they must
Assets and liabilities side by side
ALM keeps them balanced with pride
Surplus is the safety net they keep
When claims come calling, promises to meet

[Chorus]
Asset Liability Management, ALM
Match the duration, that's the gem
Surplus strong, protects the day
Interest rate risk, keep it at bay
ALM, ALM, balance the flow
Surplus management, watch it grow

[Verse 2]
Life insurance has a longer tail
Thirty years of payments without fail
Property casualty, shorter in time
One year policies, claims in their prime
Duration matching is the key
Assets and liabilities in harmony

[Chorus]
Asset Liability Management, ALM
Match the duration, that's the gem
Surplus strong, protects the day
Interest rate risk, keep it at bay
ALM, ALM, balance the flow
Surplus management, watch it grow

[Bridge]
When rates go up, bond values fall
Duration mismatch hurts us all
Convexity and immunization
Protect against rate fluctuation
Economic surplus tells the tale
Mark to market, will we sail

[Verse 3]
Regulatory surplus, book value shown
Economic surplus, market value known
Risk based capital sets the floor
Solvency ratios, we need much more
Portfolio optimization is the goal
Managing surplus, staying in control

[Chorus]
Asset Liability Management, ALM
Match the duration, that's the gem
Surplus strong, protects the day
Interest rate risk, keep it at bay
ALM, ALM, balance the flow
Surplus management, watch it grow

[Outro]
Insurance ALM, the guardian's way
Protecting surplus every day
Match those durations, manage the risk
Financial stability, quick and brisk

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