Foreign Insurance Companies Are Lessening Their Presence in America, According to Fresh Statistics
Clearwater Analytics, a leading provider of SaaS-based investment management, accounting, reporting, and analytics solutions, has recently announced two strategic acquisitions that are significant steps towards transforming investment management technology.
In a new analysis, Clearwater Analytics has revealed that non-US insurers are reducing their US exposure. Since the end of last year, the book value of their US assets has decreased by 4.5%, while the total book value of all assets has increased by 1.5%. This trend is particularly evident in the daily net purchases of US assets, which have dropped to their lowest level in at least 18 months.
The analysis is based on data from 50 non-US insurers with over $100 billion in combined assets, including companies from the UK, Norway, Netherlands, Ireland, France, Germany, Belgium, and the rest of the world.
The book value of US structured products holdings has increased by 9% through June since the end of 2024, suggesting a shift in the types of US assets held by these insurers. However, US assets still comprise over half of the insurers' combined holdings. For those firms with at least 1% in direct US exposure, average exposure has declined from 56% at the start of the year to 51% in June.
The reasons behind this trend are multifaceted. Clearwater Analytics found that the book value decline of US assets is one factor. While detailed motivations are not explicitly stated, this reduction aligns with broader industry trends where insurers globally are increasingly diversifying into private markets, alternative asset classes, and less traditional investment strategies to seek higher returns and mitigate risk in a shifting economic environment.
The competitive and risk landscape in the US insurance investment market, characterized by a move toward private markets and alternative assets, may be prompting non-US insurers to rebalance portfolios away from US public fixed income or traditional US assets. Data from Clearwater’s Insurance Investment Outsourcing Report suggests insurers are leveraging sophisticated asset management and portfolio analytics platforms to optimize their investment exposure, which could contribute to deliberate reductions in US asset allocations as part of global diversification strategies.
Clearwater Analytics' clients, such as Industrial Alliance Portfolio Management (IAPM) and Pool Re, are already benefiting from these advancements. IAPM has selected Clearwater Analytics to enhance its performance attribution and risk analysis capabilities, while Pool Re is using Clearwater to modernize its investment operations, accounting, and risk management infrastructure.
In conclusion, non-US insurers' reduction in US asset exposure reflects valuation pressures and strategic portfolio adjustments amid evolving market dynamics, as documented by Clearwater Analytics in mid-2025 reports. The acquisitions made by Clearwater Analytics are aimed at transforming investment management technology, positioning the company at the forefront of the industry's evolving landscape.
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