Conning is a leading global investment management firm with a long history of serving the insurance industry.

We develop customized investment strategies that address our clients’ unique objectives, requirements and tolerance for risk. We develop solutions by leveraging Conning’s risk management tools and utilizing a highly disciplined investment process that relies on fundamental analysis.

 

Regional Operations

Conning has investment centers in Asia, Europe and North America. Learn more about our operations in these regions.

Asia Europe North America

 

Assets Under Management

Total global assets under management USD 191 Billion1

Conning2 Octagon Global Evolution Cathay SITE3
Assets

109.6 Billion

Assets

30.4 Billion

Assets

12.4 Billion

Assets

38.6 Billion

in USD

 

1. As of December 31, 2022.

2. Includes Conning, Inc., Conning Asset Management Limited, Conning Asia Pacific Limited, Conning Investment Products, Inc., Goodwin Capital Advisers, Inc. and assets sub-advised by Conning subsidiary, Octagon Credit Investors, LLC.

3. Cathay Securities Investment Trust Co., Ltd. (SITE) is a separate entity under Cathay Financial Holdings Co., Ltd which is the ultimate controlling parent of all Conning Holdings Limited (CHL) entities. The CHL CEO sits on the Board of SITE and helps oversee the business. 

 

Corporate Responsibility

 

ESG Principles

Conning believes that environmental, social, and corporate governance (ESG) practices may affect portfolio performance and responsible investing is integral to our analysis of issuers. Click here to learn more about the role of ESG factors in Conning's investment research process.


ESG Investing

 

 

Diversity, Equity & Inclusion

Conning Holdings Limited (CHL) seeks to provide clients with customized solutions, optimal investment results and exceptional customer service. To this end, we are committed to building a diverse, equitable and inclusive culture that provides our clients a range of perspectives and experiences. We strive to fulfill our mission by creating a work environment and opportunities for all employees that allow them to attain their full potential personally and professionally. 

 

For more information on Conning’s diversity, equity and inclusion initiatives, please click here.


Diversity, Equity and Inclusion at Conning

   

 

Subsidiaries

Octagon Logo

In February 2016, Conning acquired a majority stake in Octagon Credit Investors, LLC, a U.S.-based investment manager with expertise in collateralized loan obligations (CLOs), bank loans and high yield bonds.

Visit Octagon's Website


In June 2020, Conning increased its ownership investment in Global Evolution to a majority interest. Global Evolution is a Denmark-based premier specialist investment manager of emerging market and frontier market debt strategies.

Visit Global Evolution's Website