Building a superior follow-only portfolio through class of business performance analysis
As follow-only strategies gain momentum at Lloyd’s, how do you identify consistent gross outperformance?
Line of business performance data from multiple years of individual syndicate reports and accounts, captured and curated by ICMR, reveals a surprising dichotomy between gross and net underwriting performance
Lloyd’s stated year-on-year rate improvement not reflected in reported loss ratios
Using the reported data of the RISX index constituents ICMR forecasts Lloyd’s will report best underwriting result since 2014