About AQS Asset Management
AQS Asset Management, LLC. is an independent investment adviser focused on the portfolio management needs of insurance companies. Founded in 2003, AQS was built around a specific belief: insurer portfolios should be designed around the financial structure, liabilities, capital needs, and business objectives of the insurer – not around a generic investment template. That belief still guides our work.
Our clients do not need a manager who only talks about markets. They need a partner who understands how investment decisions affect the insurance business.
AQS is an independent, privately held firm. That structure allows us to focus on client objectives without forcing a one-size-fits-all model.
We work closely with management teams, boards, and internal stakeholders to build understanding, improve communication, and create investment strategies that can be explained clearly.
AQS is not trying to be everything to everyone. Our focus is insurers and begins with their business. We consider: Liability profile; Product mix; Liquidity needs; Capital position; Regulatory requirements; Rating agency considerations; Risk tolerance; Tax/accounting considerations; Current portfolio structure; and Management and board objectives.
Every insurance company is unique; shouldn’t your portfolio manager leverage that to your advantage? We have built our reputation navigating the complex dynamic required for you to remain a steadfast, reliable name for your clients. With 50+ years of combined insurance investment expertise, our portfolio managers collaborate with management to optimize your company’s investment strategy.
Built for Insurance Companies
Insurance companies face a different investment problem than most institutions. The portfolio must support policyholder obligations, liquidity demands, regulatory capital requirements, rating agency considerations, accounting rules, and long-term surplus development. AQS focuses on those realities.
about AQS’ Vision
We exceed the expectations, investment objectives, and performance of our clients.
1.
Ownership Structure
As an independent, private, closely held company, it enables us to serve the needs of our clients without conflict of interest.
2.
Business Model
Focused exclusively on asset management for insurers, it gives genesis to a focus unequaled in our industry.
3.
Management Platform
Combines proprietary software, independent research, leading technology and development expertise to achieve superior performance in a dynamic investment environment.
4.
Insurance Philosophy
Leverages 50+ years of industry know-how to help manage relationships and facilitate communication with all client stakeholders.
5.
Culture
Conveys a commitment to open interaction and education between our staff, management and our clients.
6.
Success By Design
We take pride in transforming our clients into capable investment professionals which develops comfort and provides intuition that they can apply within their business.
About Our Client Relationships
Professional relationships and strategic alliances form the network of the AQS knowledge base of the insurance industry. It is through these partnerships and professional networks that AQS continuously stays abreast and remains a source of regulatory, acquisition, marketing, niche business, employment and expansion opportunities.
Our understanding of actuarial science and modeling gave rise to our proprietary PALM and next-generation PERM systems. Deployment of these systems and immersion into client operating results has given us focus on accounting practice and procedure – one of our founders holds the CPA and CFA designation.
Professional training in financial engineering, optimization and a deep understanding of capital markets and systems from both the buy-side and sell-side augment our effort. Consulting relationships, conferences and industry publications have been indispensable in getting our story out to the industry. Ultimately, our client relationships are our most prolific. Satisfied clients speak volumes.