Our Capabilites
Delaware Investments recognizes that managing assets for
insurance companies differs greatly from traditional asset
management. We ought to know. As of December 31, 2004, our
dedicated team of insurance asset management specialists manages more than:
-
$39 billion in insurance assets for our parent company, Lincoln Financial Group
-
$3 billion in assets managed under reinsurance agreements
-
$1 billion in assets for other third party insurance clients
That expertise is backed by the extensive resources
and credit research of our Fixed Income department, which
currently numbers more than 70 investment professionals.
Delaware offers the personnel, services,
and expertise to be a supportive partner in reaching our
insurance clients' investment and operational goals. Unlike
most traditional money managers, Delaware's Insurance
Asset Management team understands the regulatory nature
of the insurance industry and the unique implications
of those regulations on asset management strategies. We
find acceptable solutions to position the portfolio to
compensate for complex liabilities and meet investment
income goals. Our team members have deep experience working
in the insurance industry and are active in insurance
industry associations. All Three of the portfolio managers
in the group are Fellows of the Life Management Institute.
The Insurance Asset Management group is
experienced in varying aspects of the insurance business
including credit, regulatory, product and economic situations.
Working in tandem with a trading desk and analytical team
that has both sell-side and buy-side experience, we leverage
our relationships and asset knowledge to shape portfolios
that meet our clients' goals while always making risk
assessment a priority.
We offer clients the following ideas and solutions to
meet a broad array of insurance asset management needs:
 Rating
Agency Preparation: Organize for potential questions
and focal points
Risk
Management: Generating portfolio composition overviews
Risk
Management Benchmarking: Ability to customize benchmarks
to improve allocation decisions
Asset/Liability
Management: Provide insight to cash flow sensitivities
from volatility in interest rates, reinvestment and structure
Asset
Class Knowledge: In-depth and broad fundamental and
technical analysis
Credit
and Indenture Analysis: Experienced, full-coverage
research group following public and private securities
across the rating spectrum
Cash
Flow Testing Assistance
Reporting
(GAAP/STAT)
Regulatory
Issues (filings, inquiries)
Cash
Management
Tax
and Accounting Assistance
Product
Development and Pricing
Contacts
Our Insurance Asset Management team
is led by three portfolio managers and supported by our
U.S. Fixed Income team, which comprises more than 60 investment
professionals. For biographies on the investment professionals
below, click on an individual's name.
See Yeng Quek,
CFA, FLMI
Managing Director / Chief Investment Officer - Fixed Income
Tel: 215-255-8670
E-mail: syquek@delinvest.com
Thomas
H. Chow, CFA, FLMI
Vice President, Portfolio Manager
Insurance Asset Management
Tel: 215-255-1531
E-mail: chowt1@delinvest.com
Rosanne
L. Kropp, CFA, FSA
Vice President, Portfolio Manager
Insurance Asset Management
Tel: 215-255-2936
E-mail: rlkropp@delinvest.com
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