Asset ManagerRIA · CRD 105900SEC-RegisteredPrivate Fund Adviser

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New England Asset Management

NEAM manages $88.9B for 141 insurance companies, operating as an outsourced investment department from Farmington, CT.

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New England Asset Management

Founded in 1984 and headquartered in Farmington, Connecticut, New England Asset Management operates as a dedicated asset manager for the insurance industry. The firm was built to serve insurers exclusively, a structural choice that has defined its client base and investment process for four decades. NEAM's core mandate spans asset management, enterprise capital strategy, and investment accounting services, all calibrated for insurance regulatory and risk-based capital requirements. The firm manages $88.9 billion in insurance company net admitted assets as of year-end 2025, drawn from 141 insurance company clients. Its platform includes the CARA® analytics suite for capital and risk modeling, and its investment accounting operation covers fixed income, equities, and private placements. Published research such as its May 2026 Trade Winds note directly addresses insurance investment trends, comparing shorter-tail and longer-tail carrier portfolios. With 146 employees, NEAM operates its principal office in Farmington and an additional office in Rancho Santa Fe, California. The firm maintains a singular insurance focus, with 99% of client assets sourced from insurance carriers. In May 2026, the firm released a thematic note on property versus casualty investment trends, examining asset allocation differences across tail durations — an illustration of its continuing research output tailored to insurance CIOs. NEAM's structural differentiator is its embedded role inside insurance company investment operations. The firm brands itself as "your investment team down the hall," highlighting a co-sourced or fully outsourced model where its professionals integrate with client treasury and finance functions rather than operating as a distant third-party manager. That proximity, combined with its scale, gives it access to bespoke fixed-income origination and a capital-adequacy lens that generic asset managers lack.

General information

Firm type

Generalist

Year founded

1984

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Farmington

Corporate office

Pond View Corporate Center, 74 Batterson Park Road, Farmington, CT 06032, United States

Additional offices

Rancho Santa Fe, CA, United States

Frequently asked questions

What is New England Asset Management's core client base?

NEAM serves insurance companies almost exclusively. As of December 2025, 99% of its client assets — totaling $88.9B in net admitted assets — belonged to 141 insurance carriers. The firm does not market itself to pension funds, endowments, or retail investors.

What investment services does NEAM offer beyond asset management?

NEAM provides enterprise capital strategy services, a capital and risk analytics platform called CARA®, and investment accounting and reporting services. This bundled offering is designed to address the regulatory, reporting, and risk-based capital requirements specific to insurance companies.

How does NEAM handle insurance-specific regulatory constraints?

NEAM builds its investment processes around statutory accounting principles and risk-based capital rules that govern US insurers. Its capital and risk analytics platform models portfolio outcomes under insurance regulatory scenarios, and its accounting services reconcile investment data with statutory reporting formats.

Where does NEAM invest geographically?

NEAM's investment operations are based in the US, with principal offices in Farmington, Connecticut and Rancho Santa Fe, California. Its published research focuses on US-domiciled insurance carrier portfolios, and there is no indication of non-US investment offices or international insurance mandates.

Does NEAM manage any non-insurance mandates?

The firm reports that 99% of its client assets are from insurance companies. The remaining 1% may include high-net-worth individuals or other entities, but NEAM does not actively promote or structure dedicated strategies for non-insurance clients.

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