Research and Analysis

Market Analysis

Alpha endeavours to provide the best return for our clients regardless of prevailing market conditions. Market analysis is at the core of what we do:

• Research in to global insurance key trends;

• Detailed analysis of the Lloyd’s market, underwriting syndicates and the major classes of business;

• Investigation of industry developments, events and major losses;

• On-going review of new syndicate and investment opportunities, peer group analysis, business plan scrutiny and underwriter performance.

Portfolio Planning

Portfolio planning is a key function:

• To maximise returns and meet clients’ personal investment parameters;

• Individual portfolio planning, including risk analysis;

• Bespoke auction advice.

Reporting to Clients 

We report to clients regularly, to include:

• Quarterly Syndicate Estimates – on-going monitoring;

• Monthly Bulletins – market updates, syndicate disclosures and administrative reminders;

• Market Analysis and Rate Index – class by class commentaries and market rating forecasts;

• Annual Syndicate and Auction Review book – a commentary on each syndicate, a review of the open years, prospects for the following year and a preview of that year’s forthcoming auction season;

• Semi-annual Conferences – held in the Spring (to review the year of account just closed and to appraise the open years) and the Autumn (looking forward to the auctions and advice for the following underwriting year). At these events, our guest speakers, who are market leaders in their field, with Alpha’s analysts provide their views on topical issues.

• General Review Meetings – one-on-one portfolio planning and strategic guidance;

• Ad Hoc Meetings – to include meetings with Fidentia, our joint venture partner, to discuss structuring and tax issues.