SOLUTIONS FOR INSURERS
BUILT FOR ENDURANCE
AND PERFORMANCE
For decades, Guggenheim Investments has built resilient fixed-income portfolios that seek to deliver book yield, capital efficiency, and risk mitigation across market cycles for our insurance clients.
Our Track Record
in Insurance AUM
As of 3.31.2026
Core Fixed-Income (Insurance) Composite ranking over 3 yrs, 10 yrs, and since-inception.
(and top 3% and 7% over 1-yr and 5-yrs in eVestment’s Core Fixed Income category, as of 3.31.2026)¹
We Meet You
Where You Are
With a multi-decade record of delivering strong relative and absolute performance for insurance clients, our teams are geared to meet insurance company needs with industry fluency, regulatory foresight, and the ability to optimize for capital efficiency, book yield, and long-term resilience.
Dedicated investment, strategy, and client service teams
Portfolio construction centered on balance sheet alignment and risk mitigation
Access to privately sourced assets through our in-house origination services
Proprietary tools for forecasting, peer benchmarking, regulatory navigation, and capital optimization
OUR APPROACH
Precision Portfolios.
Insurance-Centric Design.
We take a fundamentally different approach to fixed income for insurers, designing strategies that reflect the regulatory, accounting, and capital efficiency needs of general accounts.
Every portfolio is built through close collaboration with dedicated insurance investment and strategy teams. From sourcing “scarce assets*” to restructuring for book income optimization, our process delivers consistent value beyond benchmarks.
* Scarce assets are assets that insurers want to hold but have difficulty sourcing. Such assets include private ABS, military housing, and other niche private assets where origination capabilities and relationships are necessary. We believe our historical experience and knowledge in managing insurance mandates with the help of our origination and sector team provides us with an advantage in finding value in scarce assets.