Episode 49: Fixed Income ETFs: Passing the test and making more sense

In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, sits down with David Stack and Bernie Ryan of DWS to discuss the increasing use of ETFs in insurance company portfolios. David, a Senior Capital Markets Specialist, and Bernie, a Senior Relationship Manager, bring their expertise to explore why ETFs are gaining traction among insurers and how these tools can support tactical, strategic, and ESG-focused allocations.

The conversation highlights key trends, including the 18% increase in ETF purchases by U.S. insurance companies in 2020, the evolving role of systematic valuation, and the appeal of ETFs for smaller and midsize insurers seeking diversification, liquidity, and efficient execution. David and Bernie also delve into real-world use cases, such as ESG allocations, tactical investments during market dislocations, and fixed income strategies. This timely discussion sheds light on how insurers are integrating ETFs into their portfolios and how the ETF market continues to grow and innovate, offering unique solutions to industry challenges.