Guggenheim Investments named U.S. Fixed Income Manager of the Year at 2022 Insurance Asset Risk North Americas Awards

NEW YORK, Oct. 11, 2022 (GLOBE NEWSWIRE) — Guggenheim Investments, the global asset management and investment advisory business of Guggenheim Partners, has been named US Fixed-Income Manager of the Year as part of the 2022 Insurance Asset Risk North Americas Awards.

The annual Insurance Asset Risk North America Awards celebrate the importance and breadth of the insurance asset management business. Insurance Asset Risk magazine’s Americas Awards officially recognize the best in insurance asset management in the Americas market, judged by an independent panel of seasoned industry experts from across the Americas, chosen for their knowledge , objectivity and credibility by the editors of Insurance Asset Risk. The judges evaluated 16 categories in all.1

“We are honored to be recognized as US Fixed Income Manager of the Year by Insurance Asset Risk magazine,” said Scott Minerd, President of Guggenheim Investments and Global Chief Investment Officer of Guggenheim Partners. “Guggenheim’s fixed income management business was founded on serving insurance clients, and we have grown our business not only through our portfolio management performance, but also through our deep understanding of business needs of insurance companies. This award validates our success and that of our customers.

Guggenheim Investments specializes in insurance asset management: $137 billion of our $228 billion in assets under management are general account assets that we manage for insurance clients. Over 250 investment professionals are engaged in asset management across fixed income, equities and alternatives.

Anne Walsh, CIO for Fixed Income at Guggenheim Investments, said, “Prior to joining Guggenheim in 2007, I was the Chief Investment Officer of an insurance company and a client of the company. Guggenheim differentiated themselves with their knowledge of the industry and I was so impressed that I decided to join their team. The Guggenheim approach is to see us as partners to our insurance clients, and our portfolio management and services are based on our common understanding of the specific regulatory, accounting and capital requirements of these companies. This leads us to develop risk mitigation and diversification solutions that can even include creating investments that help achieve a client’s goals. When constructing portfolios for insurance companies, we focus on income, which is of paramount importance to most insurance companies, as well as how investments move in concert with liabilities. , which is particularly important for life insurance companies.

Guggenheim Investments attributes its unique Investment process, rooted in behavioral finance, with its success in bond asset management. The main lesson of behavioral finance is that investors prefer to avoid losses rather than returns, a value that resonates with insurance companies that derive their competitive strength and financial success from a well-defended capital position. With this goal as a starting point, Guggenheim’s bond portfolios are managed through a systematic, disciplined, and team-based investment process designed to mitigate behavioral biases and lead to better decision-making and better potential outcomes. . Our core skills in credit, structured products and due diligence lead us to parts of the fixed income market that are not fully included in the popular benchmark, the Bloomberg US Aggregate Bond Index, a key element of our ability to seek the long term. long-term objectives of our insurance clients.

Walsh said, “We believe our ability to potentially discover value in securities outside of the traditional benchmark-driven framework informs our active management capabilities and puts our clients in the best position to seek out yield opportunities. convincing risk-adjusted. Our investment philosophy and process is organized to serve insurance companies, and we are grateful to be recognized among our peers by Insurance Asset Risk.

For more information, please visit http://www.guggenheiminvestments.com.

About Guggenheim Investments

Guggenheim Investments is the global asset management and investment advisory division of Guggenheim Partners, with over $228 billion2 of total assets in bond, equity and alternative strategies. We focus on the return and risk needs of insurance companies, private and public pension funds, sovereign wealth funds, endowments and foundations, consultants, wealth managers and high net worth investors. Our more than 250 investment professionals conduct rigorous research to understand market trends and identify undervalued opportunities in often complex and under-tracked areas. This approach to investment management has enabled us to offer innovative strategies offering opportunities for diversification and attractive long-term results.

About insurance asset risk

Insurance Asset Risk is a global source of information and analysis on insurers’ strategic asset allocation, investment strategies and relationships with internal and external asset managers. Insurance Asset Risk is published by Field Gibson Media, a London-based B2B financial publisher. Field Gibson Media also publishes InsuranceERM.com, environment-finance.com and corporatedisclosures.org.

Notices and Important Disclosures

1. The allocation was announced on 10.11.2022 for the period of 12 to 18 months before 6.30.2022. This is a subjective recognition based on the Guggenheim’s 200-word summary of why he should win, followed by an 800-word essay on what sets him apart in the insurance industry with specific examples including articles for the insurance industry, its response to COVID-19, and performance data from its Core Fixed Income strategy for insurance companies. Guggenheim was chosen from four entrants. There was no charge to enter. Compensation was paid to Insurance Asset Risk for the rights to reprint the price announcement.
2. Guggenheim Investments assets under management are as of 06/30/2022 and include leverage of $18.3 billion. Guggenheim Investments represents the following affiliated investment management companies: Guggenheim Partners Investment Management, LLC, Security Investors, LLC, Guggenheim Funds Distributors, LLC, Guggenheim Funds Investment Advisors, LLC, Guggenheim Partners Advisors, LLC, Guggenheim Corporate Funding, LLC, Guggenheim Partners Europe Limited, Guggenheim Partners Japan Limited, GS GAMMA Advisors, LLC and Guggenheim Partners India Management. Guggenheim Investments is not affiliated with WealthManagement.com or Informa PLC. Securities are offered through Guggenheim Funds Distributors, LLC, which is a member of FINRA and SIPC.

Past performance does not guarantee future returns. Investing involves risk, including possible loss of principal. Investments in fixed income instruments are subject to the possibility that interest rates will rise causing their value to decline. High yield and unrated debt securities have a higher risk of default than investment grade bonds and may be less liquid, which may increase volatility.

This material is distributed or presented for informational or educational purposes only and should not be construed as a recommendation of any particular security, strategy or investment product, or as advice to investment of any kind. This material is not provided on a fiduciary basis, may not be relied upon for or in connection with making investment decisions, and does not constitute a solicitation of an offer to buy or sell securities. The contents herein are not intended to be and should not be construed as legal or tax advice and/or legal advice. Always consult a financial, tax and/or legal professional regarding your particular situation.

This material contains the opinions of the author, but not necessarily those of Guggenheim Partners, LLC or its affiliates. The opinions contained in this document are subject to change without notice. Forward-looking statements, estimates and certain information contained herein are based on proprietary and non-proprietary research and other sources. The information contained herein was obtained from sources believed to be reliable, but its accuracy is not guaranteed. Past performance does not represent future results. There is no representation or warranty as to the current accuracy of decisions based on this information, nor any liability for it. No part of this material may be reproduced or referred to in any form without the express written permission of Guggenheim Partners, LLC.

Media Contact
Gerard Carney
Guggenheim Partners
310.871.9208
[email protected]

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