At Allianz Life Insurance Company of North America (Allianz), we have developed a comprehensive system of monitoring and managing our investment options and money managers.
Our system is based on rigorous money manager oversight. This comprehensive and proactive approach demonstrates that we are committed to the future – your future.
Managing the managers
What sets our investment methodology apart is our Comprehensive Performance Management, or CPM, process.
CPM is the system we have developed to monitor, manage, and when necessary, modify our investment option and money manager selections. We evaluate the performance of our investment options based on three key principles: control, consistency, and capacity.
We evaluate money managers based on their conformity to their stated investment style and objectives.
We evaluate our money managers based on the consistency of their long-term performance. We compare their returns to market and peer group returns, and seek changes when our criteria are not met. Past performance does not guarantee future results.
We evaluate our money managers to ensure they have the systems, capital, and expertise to continue to provide a diverse portfolio of investment options over the long term.