Pension investor considerations on insurance-linked securities

Episode 73,   Jul 26, 2021, 02:25 PM

Listen to this podcast episode to hear from three experienced pension investors on their current thoughts on a range of topical issues facing the insurance-linked securities (ILS) asset class.

At our recent ILS Asia event we convened three experienced pension fund investors, from PGGM, Future Fund of Australia and the Healthcare of Ontario Pension Plan (HOOPP), who discussed key and timely issues of consideration related to their allocations to the insurance-linked securities (ILS) asset class.

All of these pension investors have experience working with leading ILS investment managers and allocating across catastrophe bonds and a range of other reinsurance linked assets.

Topics we discussed included, how the ILS asset class has adapted to the new world thrust upon it by the pandemic, climate change and how that factors into the industry's risk taking, the importance of modelling, challenges with social inflation, and how collateral is managed in reinsurance investment deals.

The investors gave candid opinions on what it means to invest in ILS and reinsurance, as well as any concerns they have over the state of the industry right now.