ILS
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Michael Rich left the portfolio management role in May. -
The firm will provide an update on 22 November to avoid holiday season.
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September was the strongest performing month since the index began in 2006.
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The low PCS number is presenting a challenge for ILW buyers and sellers.
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Nephila revenues would likely have been higher, but for an ‘elevated climate signal’ this year.
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The pension scheme has been winding down its ILS portfolio in recent years.
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Reserve risk specialist Enstar has struck its first deals in the ILS space this year.
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Pricing is expected to “stay neutral of soften” for January renewals.
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The sovereign wealth fund’s ILS investments grew to $828mn.
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Cat bonds, private ILS and retro were all kept at “strongly overweight”.
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The ILS allocation increased in dollar terms and held steady in euros.
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Many in the ILS sector are bullish on Milton losses falling at the lower end of earnings impacts.
