Savings and insurance industry investments : an update
<?xml version="1.0" encoding="UTF-8"?><modsCollection xmlns="http://www.loc.gov/mods/v3" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xsi:schemaLocation="http://www.loc.gov/mods/v3 http://www.loc.gov/standards/mods/v3/mods-3-8.xsd">
<mods version="3.8">
<titleInfo>
<title>Savings and insurance industry investments</title>
<subTitle>: an update</subTitle>
</titleInfo>
<name type="corporate" xmlns:xlink="http://www.w3.org/1999/xlink" xlink:href="MAPA20080440923">
<namePart>Fundación MAPFRE</namePart>
<nameIdentifier>MAPA20080440923</nameIdentifier>
</name>
<name type="corporate" xmlns:xlink="http://www.w3.org/1999/xlink" xlink:href="MAPA20200008767">
<namePart>MAPFRE Economics</namePart>
<nameIdentifier>MAPA20200008767</nameIdentifier>
</name>
<typeOfResource>text</typeOfResource>
<originInfo>
<place>
<placeTerm type="code" authority="marccountry">esp</placeTerm>
</place>
<issuance>monographic</issuance>
<place>
<placeTerm type="text">Madrid</placeTerm>
</place>
<publisher>Fundación MAPFRE</publisher>
<dateIssued>2024</dateIssued>
</originInfo>
<language>
<languageTerm type="code" authority="iso639-2b">eng</languageTerm>
</language>
<physicalDescription>
<form authority="marcform">print</form>
<internetMediaType>application/pdf</internetMediaType>
<extent>60 p.</extent>
</physicalDescription>
<abstract displayLabel="Summary">The report presents an evolving global savings landscape, framed by a monetary and fiscal transition characterized by relatively lax financial conditions, despite high interest rates. There are marked regional differences in savings rates, with high and lower middle-income countries facing structural deficits. Although no significant adjustments have materialized, relevant changes are anticipated for 2024, especially in lower-income nations, where savings potential could increase. In addition, the report provides an analysis of the risk profile and asset allocation in the investment portfolios of insurers in various regions. It highlights the crucial role the insurance industry plays as a savings manager and institutional investor, where investment strategy is geared toward balancing the maturities and interest rates of liabilities, thereby contributing to capital formation and financial stability, especially in periods of crisis</abstract>
<tableOfContents displayLabel="Contents">A valuation update on global savings -- Structure of insurance sector investment portfolios in selected markets -- Structure of investment portfolios at the insurance group level -- Capital charges for investments applicable in the European Union</tableOfContents>
<note type="statement of responsibility">MAPFRE Economics</note>
<subject xmlns:xlink="http://www.w3.org/1999/xlink" xlink:href="MAPA20080586294">
<topic>Mercado de seguros</topic>
</subject>
<subject xmlns:xlink="http://www.w3.org/1999/xlink" xlink:href="MAPA20080558970">
<topic>Inversiones</topic>
</subject>
<subject xmlns:xlink="http://www.w3.org/1999/xlink" xlink:href="MAPA20080591281">
<topic>Grupos aseguradores</topic>
</subject>
<subject xmlns:xlink="http://www.w3.org/1999/xlink" xlink:href="MAPA20080583989">
<topic>Cartera de valores</topic>
</subject>
<subject xmlns:xlink="http://www.w3.org/1999/xlink" xlink:href="MAPA20080619008">
<topic>Calificaciones crediticias</topic>
</subject>
<subject xmlns:xlink="http://www.w3.org/1999/xlink" xlink:href="MAPA20080578763">
<topic>Ahorro gestionado</topic>
</subject>
<subject xmlns:xlink="http://www.w3.org/1999/xlink" xlink:href="MAPA20080606541">
<topic>Indicadores de gestión</topic>
</subject>
<subject xmlns:xlink="http://www.w3.org/1999/xlink" xlink:href="MAPA20080552022">
<topic>Pandemias</topic>
</subject>
<classification authority="">212</classification>
<relatedItem type="otherVersion">
<titleInfo>
<title>Ahorro e inversiones del sector asegurador : una actualización</title>
</titleInfo>
<originInfo>
<publisher>Madrid : Fundación MAPFRE, 2024</publisher>
</originInfo>
<identifier type="local">MAP20240017613</identifier>
</relatedItem>
<relatedItem type="preceding">
<titleInfo>
<title>Global savings and insurance industry investments</title>
</titleInfo>
<originInfo>
<publisher>Madrid : Fundación MAPFRE, 2023</publisher>
</originInfo>
<identifier type="local">MAP20230015131</identifier>
</relatedItem>
<recordInfo>
<recordContentSource authority="marcorg">MAP</recordContentSource>
<recordCreationDate encoding="marc">180608</recordCreationDate>
<recordChangeDate encoding="iso8601">20241112174931.0</recordChangeDate>
<recordIdentifier source="MAP">MAP20240018177</recordIdentifier>
<languageOfCataloging>
<languageTerm type="code" authority="iso639-2b">spa</languageTerm>
</languageOfCataloging>
</recordInfo>
</mods>
</modsCollection>