Versicherungsforen Leipzig
Hans-Georg Pietruck from Ultramarin was invited as a guest speaker on the topic of KI-Asset-Management in der Praxis at the meeting of the Capital Investment Management User Group of Versicherungsforen Leipzig GmbH.
Ultramarin
A few insights:
A paradox: Few industries are as data-driven as the insurance industry. It already successfully uses AI for risk assessment, claims settlement, customer service, etc. However, the topic is still underrepresented in capital investment.
The challenge: Life insurers in particular have a long-term focus, but their equity allocation often remains low (4-5%). Given a net return on investments of 2.x% (source: GDV) and a new generation of customers who like to take control of their own retirement planning (keyword: ETF savings plan), the question arises: “Is that still enough?”
Our solution: Instead of blindly increasing the equity allocation, we offer smart, AI-driven strategies. From market-neutral L/S strategies to index-enhanced products to our tactical allocation signal “Fast & Slow” – our goal is to bring a novel uncorrelated AI alpha to the portfolio. And with 𝗨𝗹𝘁𝗿𝗮𝘀𝗰𝗼𝗽𝗲, we are turning the AI black box into a glass box.
And the fact that AI-supported investment strategies not only work in capital investment, but can also form the basis for successful product development for unit-linked life insurance, is demonstrated by 𝗪𝗪𝗞 𝗞𝗜 𝗔𝗹𝗽𝗵𝗮. This collaboration between Ultramarin and WWK Investment S.A. was honored last week at the Cash. Financial Advisors Awards as the best investment fund (other).
The KAM user group meeting is a real gem: exciting contributions, intense but cordial discussions, a group that has known each other for years, and excellent organization by Matthias Warmuth, Lena Habedank, and their team—it was really fun and we'd love to come back (if you'll have us).