Insurance

We provide dynamic, creative capital and investment solutions across the life, annuity, and property and casualty industries.

Our strong record of investment performance through cycles, utilizing a value-based approach to investing, aligns with the long-term promises insurers make to policyholders.

OPERATING PROFESSIONALS

3,000+

ASSETS UNDER MANAGEMENT

$34B

INSURANCE & REINSURANCE COMPANIES GLOBALLY

A - rating or better

Business Sectors

Reinsurance

Our growing global presence provides capacity to facilitate capital enhancement for insurers in diverse geographies.


Annuities

As a leading provider of group annuity solutions to defined benefit plans in Canada, we are building on this expertise and experience in other markets around the globe.


Operating Platforms

Through American National Insurance Group, a Texas-based multi-line insurance platform, we provide diverse access entry points for our unique capital and investment strategies.


Investment Solutions

We manage capital for unaffiliated insurance companies operating around the world.



40+
Billion third-party capital


What We Do

We combine insurance industry expertise with CITI EQUITY’s leading investment products to seek compelling returns for insurance companies and our investors.

Partnering Across Cycles

Our team is committed to the insurance industry for the long term, through times of stability and uncertainty, and through all economic, underwriting and market cycles.

Delivering the CITI EQUITY Platform

We offer flexible capital solutions to insurance company partners and aim to deliver CITI EQUITY’s leading investment expertise and insurance optimized products to our clients based on each insurer’s unique objectives, outlook and risk profile.

Structuring Insurance Investment Solutions

Our proprietary investment offerings are designed to enable insurers to meet their obligations to policyholders, invest in product innovation, and offer competitive retirement security and property protection products.


Our Approach

Capital Solutions

We have access to diverse pools of capital through which we can partner with insurance companies, including through direct investments in their business.

Asset Allocation

We use our expertise in tailored portfolio construction, strategic asset allocation and management, and structuring to drive increased returns and better capital efficiency.

Quantitative Strategy

We build models and tools that enable our team to manage capital, quantify risk, and allocate assets efficiently.

PLEASE READ THE IMPORTANT DISCLOSURES BELOW.

All CITI EQUITY portfolios and investing models are developed through CITI EQUITY CORP. CITI EQUITY Thematic Portfolios, CITI EQUITY Impact Portfolios are made available through CITI EQUITY. Goldman Sachs CITI EQUITY Structured Notes, Separately Managed Accounts are based on indices and portfolios built and managed by CITI EQUITY Capital Management.

Please see CITI EQUITY Impact Portfolios Terms and Conditions for full details on CITI EQUITY Impact.

Investing is subject to unique risks, tolerance for volatility, and potential loss of principal, that customers should be aware of prior to making an investment decision. CITI EQUITY cannot guarantee the availability of IPO shares for customers, who submit conditional orders as the number of shares requested for distribution may exceed the supply. Important information concerning IPO participation is contained in the Terms and Conditions for IPO Participation.

Investing in securities involves risks, you should be aware of prior to making an investment decision, including the possible loss of principal. An investment in individual stocks, or a collection of stocks focused on a particular theme or idea, such as a CITI EQUITY, may be subject to increased risk of price fluctuation over more diversified holdings due to adverse developments which can affect a particular industry or sector. Investments in ETFs can include those with a narrow or targeted investment strategy and can be subject to similar sector risks than more broadly diversified investments. CITI EQUITY makes no representation regarding the suitability of a particular investment or investment strategy. You are responsible for all investment decisions you make including understanding the risks involved with your investment strategy.

The 1 Year Return indicates the performance of these particular CITI EQUITY Thematic Portfolio over the nast year as of 10/29/2022. The Since Inception Return indicates the performance of these particular CITI EQUITY Thematic Portfolios since their respective inception dates as of 10/29/2022.