Posted 17/11/2023 – Quick takes
Forecasts as at 30th September 2023
Latest 2021 and 2022 year of account forecasts as at 3oth September 2023
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Who we work with
Institutional investors
Allocate to an uncorrelated asset class alongside experts who have outperformed the market and their peers since inception in 2008.
A canny choice
Underwriting at Lloyd’s can be a smart, but often overlooked, way to diversify a portfolio with an investment that produces attractive returns. It is also a highly specialised area.
That is why our approach is rooted in thorough research and analysis by a team of experts.
Our advice is always bespoke and our reporting comprehensive.
6.7%
Average gross annual returns achieved by our clients since 2008.
Strong returns
Our clients enjoy attractive returns on their investment. In aggregate Alpha has significantly outperformed the market since inception and, unlike other advisers, does not charge profit commission.
True diversification
Underwriting returns demonstrate very low correlation with other asset classes, helping mitigate risk as part of a broader portfolio construction approach.
Review our performance
Find out moreMitigated risk
In absolute terms, 2017 was the worst year ever for the global insurance industry losses.
Despite this, the average Alpha client lost only 2.8%.
Past performance is not necessarily a guide to future performance.
A wealth of benefits
Specialised analysis. Bespoke advice.
Our clients are advised by a team of analysts with deep expertise of underwriting at Lloyd’s. They research global insurance key trends; provide detailed analysis of the market, investigate industry developments and provide on-going review of new investment opportunities.
Comprehensive reporting.
Our regular reporting includes on-going monitoring of quarterly syndicate estimates, monthly market updates, and an annual syndicate and auction review book.
Interests aligned.
Our fee structure differs from our competitors – we do not charge profit commission to any of our members. We will only recommend a syndicate for support, if capital is also being provided by one of Alpha’s directors.
“Market analysis is at the core of what we do. We endeavour to provide the best return for our clients regardless of prevailing market conditions.”
James Sparrow ACII, Alpha co-founder
Why invest at Lloyd’s
The world’s leading insurance market
Lloyd’s comprises managing agents that operate almost 100 syndicates or special purpose arrangements. Investors at Lloyd’s provide capital for these, then receive a share of the profits or losses in proportion to their commitment.
- Limited liability
- Direct access to underwriting returns with an opportunity for capital gains
- Low correlation with other asset classes
- Double use of assets and some leverage
- Tax planning benefits
Discover
Investing at Lloyd’s
Find out more by reading our brochure
What we think
Insights for you
Posted 17/11/2023 – News
Member Services Newsletter – November 2023
Link to latest Member Services Newsletter
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Posted 13/11/2023 – Quick takes
QBE Syndicate 386: 2021 and 2022 Year of Account Forecasts
QBE has released updated forecasts for the 2021 and 2022 years of account for syndicate 386
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