Products / Services

Asset Allocation

Initial Asset allocation, is the MOST important decision the client and investment manager make together. Rather than taking a one-size fits all approach, Performa’s asset allocation process begins with the client. With our focus on client specific characteristics such as: phase of the captive’s lifecycle, risk tolerance, liquidity profile, and regulatory/collateral requirements, Performa’s investment solutions are tailored to each individual client. We continually monitor and recommend changes to our clients based on changes in their business and the markets.

At Performa, we believe in being dedicated specialists in our area of expertise. We offer a variety of internally managed core fixed income and equity strategies and products to meet the specific needs of our clients. Outside of our core focus, we seek the highest quality organizations as strategic sub-advisors to provide specialty asset class exposure such as high yield bonds, small cap and global equities or alternative strategies. Our external partners may have different styles or market focus, but the common denominator is a shared investment philosophy and care for client portfolios.

Fixed Income Management

By offering both separately managed accounts and proprietary fixed income funds, Performa is committed to providing the best investment solution for each client. Our goal is to deliver all of our clients the benefits of institutional investment management. For some clients, the best approach is through our internally managed cash, intermediate and high yield funds that provide diversification, liquidity and value where a separate account may not. For others, a separate account with customized investment guidelines provides the best overall structure.

Equity Management

When constructing equity strategies, principal preservation and prudent capital growth are paramount. Performa has multiple entry points for clients’ equity exposure. Whether the choice is one of geographic exposure, market capitalization or type of investment vehicle, there are options available to diversify equity allocations on a number of fronts.

Performa internally manages value oriented, U.S. Core equity strategies in both separate account form as well within a fund structure. Asset Allocation clients gain small-cap and global markets exposure from internally, sub advised fund strategies as well as externally managed funds.

Core U.S. Equity separate accounts enable clients to customize their equity mandates in light of their distinct organizational needs, investment parameters and regulatory limitations. We pride ourselves on being your investment partner, not just a service provider, and our flexibility allows a solution tailored for each client.

Client Service

At Performa, we have more than 20 years of experience in managing and servicing insurance portfolios. We have a global perspective with offices in Vermont, South Carolina and Bermuda and offer local direct access to senior investment professionals and members of the Management Team.

Our client service team is dedicated to meeting each client’s specific portfolio and reporting needs. We offer investment accounting and reporting, designed specifically for insurance companies and institutional investors.

For additional information on our products and services, please contact us.