Services
Services
Insurance Market
Guidance
Successful strategy and tactics for growing insurance AUM differ significantly from other markets. Whether you are an established insurance asset manager or considering market entry, EDH can substantially improve your success. We offer:
  • Actionable research for bringing the right products and messaging to the right target market
  • Guidance on the most effective strategy, positioning, products, and go-to-market actions
  • Presentation development and training that incorporates the insurance fluency required to connect with insurance companies
Drill for new business the right way in the right places.
Drill for new business the right way in the right places.
Insurance Market
Guidance
Successful strategy and tactics for growing insurance AUM differ significantly from other markets. Whether you are an established insurance asset manager or considering market entry, EDH can substantially improve your success. We offer:
  • Actionable research for bringing the right products and messaging to the right target market
  • Guidance on the most effective strategy, positioning, products, and go-to-market actions
  • Presentation development and training that incorporates the insurance fluency required to connect with insurance companies
Three Reasons to Retain EDH for Insurance Market Guidance
1
Proprietary Knowledge of the U.S. Insurance Asset Outsourcing Market
Since its creation by EDH in 2008, the Insurance Asset Outsourcing Exchange has become the premier storehouse of vital, non-public information on insurance asset outsourcing trends. Leading insurance-focused asset managers, investment consultant firms, and insurance companies contribute detailed outsourcing information to the Exchange.
Why It Matters
EDH applies intelligence from the Exchange to help investment managers make important decisions based upon substantiated facts.
2
In-Depth Knowledge of Marketing and Servicing Practices for Insurers
EDH and our strategic partner - Insurance AUM - have a practical working knowledge of third party insurance asset management marketing and servicing. We know how insurance companies choose asset managers. Which marketing tactics work best. Insurers' servicing needs. The best routes to success in the insurance market.
Why It Matters
EDH can apply this knowledge to measure and enhance your competitive position.
3
Insurance Fluency
Succeeding in the insurance market - without learning expensive lessons and/or taking the circuitous route - requires insurance fluency. The insurance market has different terms, investment needs, customs and culture.
Why It Matters
EDH can make your firm insurance fluent right away. Be confident that you understand this market. Avoid wasting time and money learning as you go.
Three Reasons to Retain EDH for Insurance Market Guidance
1
Proprietary Knowledge of the U.S. Insurance Asset Outsourcing Market
Since its creation by EDH in 2008, the Insurance Asset Outsourcing Exchange has become the premier storehouse of vital, non-public information on insurance asset outsourcing trends. Leading insurance-focused asset managers, investment consultant firms, and insurance companies contribute detailed outsourcing information to the Exchange.
Why It Matters
EDH applies intelligence from the Exchange to help investment managers make important decisions based upon substantiated facts.
2
In-Depth Knowledge of Marketing and Servicing Practices for Insurers
EDH and our strategic partner - Insurance AUM - have a practical working knowledge of third party insurance asset management marketing and servicing. We know how insurance companies choose asset managers. Which marketing tactics work best. Insurers' servicing needs. The best routes to success in the insurance market.
Why It Matters
EDH can apply this knowledge to measure and enhance your competitive position.
3
Insurance Fluency
Succeeding in the insurance market - without learning expensive lessons and/or taking the circuitous route - requires insurance fluency. The insurance market has different terms, investment needs, customs and culture.
Why It Matters
EDH can make your firm insurance fluent right away. Be confident that you understand this market. Avoid wasting time and money learning as you go.