ALM - good practices in insurance companies

11. 7. 2024 Žaneta Dufková

Last month, we conducted "ALM - good practices in insurance companies" on-site training for one of the top 5 insurance companies in the Czech and Slovak markets.
This theme is a regular point of interest. 
The intention is to clarify what is on the liability side for “investment people” using their language and what is on the assets side for “liability people”.
It includes: 

  • introduction to ALM
  • what ALM analysis and techniques are used – what are their limitations and what conclusions could we make out of them
  • how ALM might be organized – documents, roles, committees, etc. 
  • many other ALM-related topics.

All presented and illustrated on prepared realistic company model in MS Excel.

 

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