Case Study: a leading U.S.-based life insurance company strengthens leveraged loan portfolio management with S&P Global Market Intelligence

Leveraged Loan Insights Guide an Insurer’s Alternative Investment Strategies

A leading U.S.-based life insurance company was establishing a process to manage its significant investment in collateralized loan obligations (CLOs) and bank loan portfolios. The challenge required extensive information for effective portfolio construction, benchmarking, and market monitoring. A leader on the team, who was already familiar with S&P Global from a previous role, identified their Leveraged Commentary & Data (LCD) solution as a potential tool to meet this need.

S&P Global provided its LCD solution, a part of S&P Global Market Intelligence, to help guide the insurer's alternative investment strategies. The solution was leveraged for its deep insights into the leveraged loan market, enabling the team to build and manage their portfolios more effectively. While the specific measurable impacts are not detailed in the text, the case study shows S&P Global's product was implemented as the chosen resource to empower the insurer's investment process.