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One Financial Plaza
Hartford, Connecticut 06103
United States
Contact :
Phone :       860-299-2422
Fax :             860-299-0422
Email :
Web : 

Conning Information

Type of organization : C Corporation
Total Assets Managed ($Mil) : $115,901
Tax-Exempt Managed ($Mil) : $15,953
Taxable Assets Managed ($Mil) : $99,948
Year Founded : 1912
Wrap Programs Offered? : No
# of Accounts Managed : 206
In-House Research : 80 %
Carries liability insurance? : Yes
Errors & Omission Insurance? : Yes
Socially Responsible? : Yes
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Conning History

Founded in 1912, Conning is headquartered in Hartford, Connecticut, with additional offices in Boston, Cologne, Hartford, Hong Kong, London, New York, and Tokyo. Conning’s insurance industry research services date back to the 1970s and we launched our insurance asset management services in 1983. Since the 1980s, we have developed an understanding of our insurance clients’ business, liabilities, operating parameters, and investment objectives. We have employed our sophisticated modeling tools and techniques to develop a strategic asset allocation strategy and customized benchmark that meets each client’s specific investment strategy, duration target, maturity structure, and liquidity requirements. Our unique combination of asset management; risk and capital management solutions; investment accounting; and insurance research services has allowed us to work with our clients to develop unique investment strategies that help our clients achieve their financial goals. Conning, Inc., Goodwin Capital Advisers, Inc., Conning Investment Products, Inc., a FINRA-registered broker dealer, Conning Asset Management Limited, Conning Asia Pacific Limited and Octagon Credit Investors, LLC are all direct or indirect subsidiaries of Conning Holdings Limited (collectively, “Conning”) which is one of the family of companies owned by Cathay Financial Holding Co., Ltd., a Taiwan-based company.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
Limited Partnership :
Foundations :
Unions, Taft-Hartley :
Public :
Others :
Total # of Professional : 326 Analysts : 30
Portfolio Managers : 42 Traders : 10
Client Service : 26 Operation : 7

Conning Personnel

Ms.  Janet Schiumo-Lasewicz

Client Contact
Tel :

Mr.  Nick Tan

Client Contact
Tel : 646-934-7139

Ms.  Cindy Beaulieau

Portfolio Manager
Tel :

Mr.  David Motill

Client Contact
Tel : 860-299-2422

Ms.  Odette Morin

Data Preparer
Tel : 860 299 2340

Conning Product Name

Conning Core Plus Fixed Income:Privately Managed Accounts
Conning Core Fixed Income:Privately Managed Accounts
Conning High Dividend Equity:Privately Managed Accounts
Report Created: September,20 2020.  Copyright Money Manager Review , All rights Reserved.

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