Nikil Kannan: I firmly believe that insurance companies should think in the context of an overall strategic asset allocation, and that means different things to different people. Simply put, you need a North Star of what you think your investment portfolio mix should be and what you're targeting. That's both a top-down and a bottom-up exercise. This means that while it's influenced by the market, your long-run expectations and asset opportunities that you're seeing, it is also driven at a granular level by product needs, liquidity, risk tolerances, and duration.
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