Performa is an independent, employee-owned investment management firm, founded in 1992. We combine over 20 years of experience in the captive industry with the institutional expertise of our investment team to provide our clients with tailored investment solutions.
We pride ourselves on collaborating with our captive clients to fully understand their specific business, industry, regulatory, and reporting requirements. Captives are not the same as traditional insurance companies. Capital preservation and building surplus is the most important defense to maintaining a healthy captive.
Performa market updates are designed to be easily accessible and provide our readers with insight into what senior members of our investment team are seeing on a day-to-day basis. Monthly, we offer our perspective on various sectors of the market, as well as key developments or emerging story lines that we feel are important to our clients.