Financing your savings and investment business
From organic growth via new product sales to strategic acquisition of whole portfolios or companies
Financing against future flows to support growth
Whether considering the capital and liquidity needs generated from the regular sale of new savings and investment products to retail consumers, or considering a single strategic financing requirement associated with an acquisition or an extraordinary dividend, Munich Re has the financial resources and portfolio analysis capabilities to support such client needs.
Savings and investment portfolios typically generate steady streams of revenue and regulatory surplus from the realization of fee income on fund-linked business, to the shareholder participation in portfolio investment returns.
In either case, such revenues may emerge over many years consistent with the long term nature of insurance savings business.
As a strong financial institution with an understanding of life insurance portfolio dynamics over the long term, Munich Re is a preferred partner for the provision of strategic capital financing against savings and investment portfolios, supporting our clients’ growth ambitions.