Insurance assets

Providing asset management service for
insurance companies

Asset under management

168,7 m UAH

Portfolios under management

3

Avaraged yield, UAH

32,10 %

Avaraged yield, USD

7,20 %

Asset management services for an insurance company (IC) aimed to improve the efficiency of investments and risk management system of the IC.

The constant and effective collaboration of highly qualified AMC‘s professionals with insurance market participants contributes to the elaboration of a sustainable risk management system and implementation of optimal strategies in insurance asset management under high volatility on the financial market.

Services for insurance companies

Management of Insurance assets and reserves under Ukrainian legislation using capital protection strategy and OTP Bank risk management;
Partial insurance asset and reserves management;
Consulting and continuous risk management support for deposits (limits on banks);
Restructure of insurance assets according to the new legal requirements, based on the client’s wishes and cost minimization principle;
Access to the interbank money market;
Innovative insurance-investment product management (Unit-linked).

Possible investment strategies

“OTP Capital” develops customized investment strategy for a particular insurance company with regard to the specific investment objectives and restrictions. The strategy can be aggressive or conservative and include investments in deposits in reliable banks, government and corporate bonds, precious metals and other assets permitted by law. In consultation with a client strategy may include investments in UAH assets, assets denominated in foreign currency, as well as an option of initial capital protection. Cooperation with “OTP Capital” allows insurance companies to generate income exceeding standard annual deposit rates and bonds returns.