A Captive's Guide to Investments:

A Five Part Educational Series

Madison Investments has developed a 5-part educational series aimed at providing foundational knowledge while highlighting key considerations. In this video series:

PART 1 - RECOGNIZE
Recognize the differences and overlap between insurance operations and investments for the purpose of enhancing enterprise risk management.

PART 2 - ANALYZE
Analyze and understand your captive’s tolerance for risk.

PART 3 - ALIGN
Align your captive’s goals with an investment policy statement.

PART 4 - INVEST
Strategies for putting your assets and surplus to work.

PART 5 - GROW
Embracing a growth mentality.

Access the educational series

About Madison Insurance Solutions

Madison Investments is an independent, privately-held firm providing custom investment management solutions for a variety of institutional clients. Madison’s Insurance Solutions division has been dedicated to serving the investment needs of insurance clients for over 25 years.

  • Seasoned portfolio managers with direct, in-house investment experience at insurance companies.
  • Customized, Enterprise Risk Management (“ERM”) considerate strategies incorporating an insurer’s unique financial, operational, regulatory, and risk tolerance considerations.
  • Diverse investment capabilities with the expertise of Madison’s portfolio managers and analysts across our equity, fixed income, and multi-asset investment teams.
  • Utilization and full reporting integration of Clearwater Analytics®, a leading insurance industry focused investment accounting and reporting platform.

 

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“Madison” and/or “Madison Investments” is the unifying tradename of Madison Investment Holdings, Inc., Madison Asset Management, LLC (“MAM”), and Madison Investment Advisors, LLC (“MIA”), which also includes the Madison Scottsdale office. MAM and MIA are registered as investment advisers with the U.S. Securities and Exchange Commission. Madison Funds are distributed by MFD Distributor, LLC. MFD Distributor, LLC is registered with the U.S. Securities and Exchange Commission as a broker-dealer and is a member firm of the Financial Industry Regulatory Authority. The home office for each firm listed above is 550 Science Drive, Madison, WI 53711. Madison’s toll-free number is 800-767-0300.

Any performance data shown represents past performance. Past performance is no guarantee of future results.

Non-deposit investment products are not federally insured, involve investment risk, may lose value and are not obligations of, or guaranteed by, any financial institution. Investment returns and principal value will fluctuate.

This report is for informational purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security.