Insurance GA Survey

The Performance Lens Insurance General Account Survey is our annual economic benchmark survey tailored to the asset mix, cost structure, and key organizational design decisions of insurance general account investment managers.

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The Insurance General Account (GA) survey provides general account investment managers with a thorough assessment of their business performance. More specifically, it delivers detailed cost and productivity benchmarks of the front-, middle-, and back-office activities, transparency into the organizational design choices impacting costs, and an assessment of investment performance.

Benefits

  • Tailored economic benchmark results for insurance general account investment managers to ensure accurate performance measurement
  • Participants receive a detailed benchmarking report, including follow-up discussions with McKinsey partners and experts



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Key features and methodology

  • Over 15 participants (US based insurers), ranging in size from $50B to >$300B in AUM, representing >$2 trillion in AUM
  • Mix of life and non-life insurers for relevant peer comparisons
  • >2,000 benchmarks on costs and FTEs, productivity, pricing (internal and outsourced mandates), organizational design choices, and investment performance
  • Multi-year track record
  • Robust and rigorous data review process conducted by an expert benchmarking team with >25 years of experience ensures consistent and comparable data across companies




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  • >15
    PARTICIPANTS
  • $3T
    TOTAL AUM
  • >2k
    METRICS
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