ASSET MANAGEMENT

For banks that either own or are considering separate account BOLI, Newport provides proper guidance for selecting bank-eligible investment strategies to maximize returns while minimizing risks.

We conduct investment analysis and menu selection, provide customized investment policy statements, and identify top-performing investment managers. And our ongoing monitoring and capital market updates keep you informed and able to respond effectively to changing market conditions.

MENU SELECTION
Identifying top-performing investment managers is critical to efficient asset allocation and effective program management. Newport provides professional guidance and oversight of the bank-eligible investments within the bank’s BOLI universe.

ONGOING MONITORING
Newport provides a comprehensive manager review each quarter based on the key selection, monitoring and replacement criteria identified within the bank’s Investment Policy Statement.

MANAGER PERFORMANCE
We keep the bank informed with our comprehensive Quarterly Investment Manager Review. Recent investment performance and the latest capital market developments are explored, providing the bank with context to the performance of its BOLI program.

INSTITUTIONAL RESEARCH
Each quarter, Newport prepares a complete institutional analysis of the bank’s asset managers that offers a critical look at manager characteristics.