What is Portfolio Management?
"How is my business tracking the strategy that has been laid out?" If that is a question you are looking to answer, you should consider Portfolio Management.
Portfolio Management helps companies achieve their goals by monitoring their portfolio of products. In the case of insurance and surety businesses, it involves carefully keeping track of how their products, policies, accounts, and partners are doing. Portfolio Management also plays an important role in spotting opportunities, as well as quickly adapting to any changes in risk within the portfolio.
“Portfolio management is a critical, yet neglected function ..... improved portfolio management will not only allow you to understand what is going on in your portfolio, but improve your speed in responding. Being able to see and take action before a significant issue in the portfolio arises – that is high performance.”
Isn’t it time you managed your insurance portfolio better? Accenture
About PortfolioXcellence
PortfolioXcellence, led by Ashish John, leverages close to two decades of experience in assisting senior executives in addressing their most challenging business concerns. With a proven track record at Liberty Mutual Insurance and PricewaterhouseCoopers, Ashish has facilitated the management of portfolios exceeding $500 million, pioneered innovative risk management strategies to oversee total exposures surpassing $50 billion, enhanced online quote completion rates by an impressive 40%, and developed sophisticated investment income models.
Ashish has worked across the globe including the United States, United Kingdom, Hong Kong, and India. Additionally, he holds a CPCU designation and holds an MBA from the Yale School of Management.
Our Services
Portfolio Management
Stay on top of the quality of your portfolio by assessing various performance metrics and identify areas to improve and focus
Comparative Financial Evaluation
Find out how your principals compare with each other on a range of financial metrics that indicate good financial health
Financial Vulnerability Scores
Build vulnerability scores for each of your principals that enable you to have a better grasp on the credit quality of your portfolio
Portfolio Management
Are you tracking the lifetime value of every account in your portfolio? Do you optimize your commission rates to align with the size of business that you have in your portfolio? These insights can help you cultivate the right relationships and achieve operational efficiency.
Illustrative example
Comparative Financial Evaluation
How are your principals faring on various financial metrics? Are they better or worse than their peers? Use this analysis to take a deep-dive in the credit quality of your portfolio.
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Financial Vulnerability Scores
Are your principals financially and operationally strong? Take a view into the relative quality of the product portfolio to ensure that the weakest accounts are identified early.
Illustrative example
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Contact Us
Email Address
ashish.john@portfolioxcellence.com