Conning

Overview

Conning is a global investment management firm specializing in asset management and insurance solutions. Founded in 1912, the firm has a long history of serving the insurance industry, providing tailored investment strategies to meet clients' specific goals, needs, and risk tolerance. Conning supports institutional investors, including insurers and pension plans, with investment solutions, risk modeling software, and industry research. The firm's investment centers are located in Asia, Europe, and North America. Conning's investment approach combines risk management tools with a disciplined investment process grounded in fundamental analysis. The firm offers a range of investment solutions across various asset classes, including fixed income, private equity, real estate, and venture capital. Conning's expertise spans multiple stages of investment, from growth and late-stage investments to pre-IPO, buyout, turnaround, and distressed situations. The firm's geographical focus includes the United States, Germany, Hong Kong, the United Kingdom, and Japan. In recent years, Conning has expanded its capabilities through strategic acquisitions. In 2016, the firm acquired a majority share in Octagon Credit Investors, LLC, a U.S.-based investment manager with expertise in collateralized loan obligations, bank loans, and high-yield bonds. In 2018, Conning made a strategic investment in Global Evolution, an emerging markets debt manager, becoming the majority owner in 2020. In 2023, the firm acquired a majority share in Pearlmark Real Estate, L.L.C., a specialist manager of commercial real estate debt and equity strategies. These acquisitions have enhanced Conning's ability to provide comprehensive investment solutions to its clients. Conning is part of the Generali Investments platform, which comprises a network of asset management firms spanning over 20 countries. This platform offers unique strategies and expert insights to help investors achieve long-term performance. Generali Investments, with more than USD 670 billion in assets under management and over 2,200 investment professionals, serves as the asset management arm of the Generali Group, one of the world's largest insurance and asset management groups. Conning's investment philosophy emphasizes fundamental analysis and proprietary research capabilities. The firm's experienced team and proprietary risk management models help develop investment strategies that meet clients' tolerance for risk. Conning's client service model offers direct access to investment teams and other professionals, ensuring tailored solutions for each client's unique needs. Conning's portfolio includes investments across various industries, such as financial services, insurance, real estate, technology, healthcare, energy, consumer goods, telecommunications, utilities, materials, industrials, consumer services, basic materials, consumer non-durables, and technology hardware & equipment. The firm's diverse portfolio reflects its comprehensive approach to investment management and its commitment to delivering value to its clients. Conning's track record includes managing over $170 billion in assets across Asia, Europe, and North America. The firm's long-standing presence in the investment management industry and its strategic acquisitions have positioned it as a leading provider of investment solutions tailored to the unique needs of institutional investors, particularly in the insurance sector. Conning's investment requirements include a minimum investment size of $1 million and a maximum investment size of $50 million. These requirements are designed to accommodate a range of institutional investors seeking tailored investment solutions across various asset classes and investment stages. Conning's commitment to innovation and excellence is evident in its continuous efforts to expand its capabilities and enhance its service offerings. The firm's strategic acquisitions and partnerships reflect its dedication t