Episode 95: Best Practices for IMA’s with Ed Toy

Join host Stewart Foley as he welcomes Ed Toy, Senior Manager and Investment Specialist at Risk & Regulatory Consulting, for a deep dive into the often-overlooked yet essential topic of Investment Management Agreements (IMAs) in the insurance industry. With years of regulatory expertise and a unique perspective from overseeing financial examinations, Ed sheds light on the complexities and regulatory significance of IMAs, from fiduciary responsibilities to reporting requirements and conflict-of-interest provisions.

This insightful discussion explores how evolving markets, increased outsourcing, and regulatory scrutiny are reshaping the role of IMAs in insurance asset management. Ed offers practical insights into what regulators look for, the importance of clearly defined investment guidelines, and how insurers can navigate red flags, such as inappropriate trading practices or insufficient termination provisions. Don’t miss this informative episode tailored to insurance professionals navigating today’s complex investment landscape.