¹ Figures represent aggregated assets, clients and personnel of both NEAM, Inc. and its affiliate, the majority of which are dedicated to NEAM, Inc. Represents unaffiliated insurance company asset management clients, $70.6 billion of which are managed by NEAM, Inc. and the remaining $4.5 billion of which are managed by NEAM, Inc.’s affiliate. Eleven of the noted clients operate as insurance entities controlled or managed by State or Governmental entities.  Industry experience is defined as working at an asset management firm, a (re)insurance firm or experience in a role related to an individual’s specific field of competency. A.M. Best Supplemental Rating Questionnaires supported for fiscal year 2023 with holdings as of 12/31/2023.

² Represents unaffiliated insurance company asset management clients as of June 30, 2024 of both NEAM, Inc. and its affiliate, the majority of which are dedicated to NEAM, Inc.

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Heritage

Over 35 years’ experience in providing asset management services to the insurance industry.