NEAM at Lloyd's of London 

NEAM has been managing fixed income assets for Lloyd’s of London entities since 1998.¹ This experience and our insurance focus gives us a strong understanding of the unique operating challenges faced in the Lloyd’s market today.

We currently manage $7.1 billion in assets for 10 Managing Agencies across 15 Syndicates both within Premium Trust Funds and Funds at Lloyd’s.²

We believe that the most effective approach for managing Lloyd’s investments is to combine a global policy framework that looks at relative return and risk opportunities in a global context, with local currency expertise and execution capabilities.

• A fully coordinated global Investment Team with global investment policy and credit processes
• Optimising value opportunities globally while emphasising local implementation of policy recommendations
• Execution within local currency markets

Our globally coordinated Client Strategy Teams provide clients with easy access to dedicated thought partners in both US and European markets.

• Client Strategy coverage both in local currency markets and local time zones
• Optimised investment strategies for both Lloyd's Trust Funds and Funds at Lloyd's accounts
• Strategies implemented across multiple accounts, currencies and regulatory environments

Our specialised Investment Accounting Team provides the following tailored support:

• Asset data to support Lloyd's and EIOPA (Solvency II) investment reporting (e.g. QAD / AAD, Standard Formula, QMA)
• Fully consolidated reporting under Lloyd's / UK-GAAP, IFRS and US-GAAP investment accounting standards, including disclosures
• Customised reports to meet your Firm’s specific needs

We use our Enterprise Based Asset Allocation™ (EBAA™) process to consider both sides of the balance sheet to develop optimal investment portfolios for our Lloyd’s clients.

• Support in developing investment guidelines, policies and benchmarks
• Evaluation of the impact of alternative investment strategies, including Solvency II and rating agency capital implications
• Own Risk and Solvency Assessment (ORSA) components supported via interactive reports
• Stress testing of underwriting and investment assumptions

NEAM produces an annual survey, aiming to identify key investment trends for Lloyd’s Syndicates.

¹ NEAM Limited’s affiliate has been managing assets for Lloyd’s of London clients since 1998. NEAM Limited has been managing assets for Lloyd's of London clients since 2010.

² USD Equivalent as of 31 December 2023. Includes NEAM managed affiliated and unaffiliated Lloyd's assets.