CREDIT CRISIS AND INSURANCE
 

The credit crisis that has had its origins in the US subprime market troubles in summer 2007 has spread to other countries and other asset classes as well as the wider economy with a vengeance. Already during the first phase of the crisis, when some banks and financial guarantors began running into severe and in some cases ultimately bankruptcy-triggering problems, The Geneva Association was considering the risks that this financial crisis might pose for the insurance industry.

In January 2008, we started to discuss the issue with our members and several Geneva Association expert networks, among them our Amsterdam Circle of Chief Economists. In the process, a dedicated working group of chief economists from some leading international insurance companies set out to analyse the crisis and carry out joint work that would provide special insights into the nature of the credit crisis and its consequences for insurance.
 
At the centre of the endeavours of this working group were the following sets of questions:
  • What happened in the financial markets? What were the origins of the crisis, what were its triggers and possibly reinforcing elements? How did subsequent events develop?
  • To what extent was and is the insurance industry affected? How do overall losses compare to the losses of the insurance sector? How should the crisis be interpreted from an insurance point of view? Is there a systematic threat to the insurance industry? Is there a systematic threat emanating from the insurance industry?
  • What are the conclusions for the insurance sector? Are there (already) some lessons to be learned? What is the impact on regulatory debates (solvency reforms, IFRS proposals, etc.)? How are newer business trends like securitisation of insurance risks affected?

Following The Geneva Association Board Meeting in January 2009, a special high-level working group was set up to track the G-20 activities and negotiations: the Market Stability Working Group under the chairmanship of Mark Tucker, CEO of Prudential plc and Board member of The Geneva Association. The Market Stability Working Group was coordinated by Patrick M. Liedtke, Secretary General and Managing Director of The Geneva Association, and united leading experts from some of the most prominent international insurance groups, including Allianz, Aviva, AXA, Generali, ING, Prudential Financial, Prudential plc, Munich Re, SCOR, Swiss Re, Tokyo Marine, and Zurich Financial. The group prepared an open letter to the G-20 Finance Ministers which is downloadable below.

Now that more than two years have passed since the first troubles started back in August 2007, it seems that the crisis is moving towards its resolution phase. As much as The Geneva Association has been active during the first critical stages of the crisis and will continue its diligent work and analysis through the coming stages. A continuous stream of publications will go on providing background materials and special insights into the key aspects on how to deal with the crisis aftermath, lessons learned and actions to be considered. Most of the texts are either directly linked to The Geneva Association’s own efforts or based on work at member companies and partnering institutions. The Geneva Association website is making this material available to everybody who has an interest in understanding the credit crisis from an insurance point of view.

Geneva Association contributions for downloading

 Key Financial Stability Issues in Insurance—An account of The Geneva Association's ongoing dialogue on systemic risk with regulators and policy-makers
(July 2010) This report is based on a series of background papers and special presentations on systemic risk in insurance created between March and June 2010. It summarises the insurance industry's thinking—as advanced and crystallised by The Geneva Association—on areas including corporate activities (e.g. asset management) and regulatory measures (e.g. crisis resolution mechanisms).

 Letter to G-20 on Latest IAIS Position Paper on Financial Stability (Press Release 4-10)
(17 June 2010) The Geneva Association has issued a letter to the Finance Ministers and Central Bank Governors of the G-20 in advance to their upcoming meeting in Toronto on 26 and 27 June.

► Financial Stability in Insurance—Letter to Finance Ministers and the G-20 (Press Release 2-10)
(27 April 2010) The Geneva Association has issued a letter to the Finance Ministers and Central Bank Governors of the G-20 following theuir meeting in Washington D.C., taking into consideration also the current work on "financial stability contribution" by the International Monetary Fund.

 The Global Financial Crisis and the Insurance Industry—Frequently Asked Questions (Insurance and Finance SC 9)
(11 March 2010) This contribution about the current credit crisis addresses frequently asked questions about the credit crisis.

► Systemic Risk in Insurance—An analysis of insurance and financial stability
(March 2010) The Geneva Association published a special report analysing the role of insurance in financial stability and its systemic relevance. The report has been provided to inform and support supervisors and policy-makers in their discussions on the development of measures to address the complex problem of systemic risk underlined during the financial crisis.

► Anatomy of the credit crisis—An insurance reader from The Geneva Association (Geneva Reports No. 3)
(14.01.2010) In this special Geneva Report, The Geneva Association has assembled a series of key articles written during and on the subject of the credit crisis, compiling them into an insurance "reader". This reader provides an insight into the credit crisis from an insurance point of view, looks at its impact on the insurance industry and finally examines the episode for lessons-learned and concerns that remain. 
 

► Parallax: Striving for a More Resilient International Financial Architecture (Insurance and Finance SC8)
(13.11.2009) In this special contribution, Patrick M. Liedtke, Secretary General and Managing Director of The Geneva Association, looks at the common misperceptions about insurance’s involvement in the credit crisis and highlights the need for insurance involvement in the restructuring of the world’s financial architecture.
 

The Geneva Association Letter to the Finance Ministers and Central Bank Governors of the G-20 (Insurance and Finance SC7)
(5.11.2009) The Geneva Association is pleased to share its views ahead of the G-20 meeting on 6 and 7 November 2009.

► Everything you wanted to know about the crisis... but were afraid to ask (Insurance and Finance SC6)
(2.11.2009) Denis Kessler examines looks at the credit crisis and contrasts our limited knowledge and negligence with the key characteristics of the crisis.
  

► Insurance and the Crisis Resolution (Insurance and Finance No. 5)
(24.09.2009) Patrick M. Liedtke examines the proposals for reform in the post-crisis environment in four specific areas: financial stability and insurance, supervision and regulation, risk management, and accounting and value measurement.

► Consequences of the Financial Crisis to the IASB Insurance Project (Insurance and Finance No. 5)
(18.09.2009) Joachim Kölschbach and Stefan Engeländer present their proposals of "reliable fair value" intented to ensure the objectivity and transparency, avoiding unnecessary complex and subjective estimations.
 

► The Financial Crisis and Insurance: Lessons Learned and How CEIOPS is Implementing them within the Solvency II Project (Insurance and Finance No. 5)
(10.09.2009) Carlos Montalvo Rebuelta, Secretary General, CEIOPS, presents the lessons to be learned following an approach that mirrors the pillar structure of Solvency II.

► Restoring Trust in the Financial Markets (Insurance and Finance No. 5)
(7.09.2009) In the wake of the subprime crisis, the public's faith in financial markets has been massively shaken. Kai-Uwe Schanz looks at what to do. He also interviewed Thomas Streiff, CEO of the Sustainability Forum Zürich.
 

► G-20 Falls Short on Insurance (Insurance and Finance SC 5)
(7.04.2009) On 7 April 2009, the Financial Times published a letter by The Geneva Association concerning the statement of the G-20 leaders following their London Summit of 2 April 2009.

Insurance Comments to the G-20 London Summit Leaders' Statement (Insurance and Finance SC 4)
(6.04.2009) by Patrick M. Liedtke, Secretary General and Managing Director, The Geneva Association.
 

Letter to the G-20 Finance Ministers
(30.03.2009) Executive Summary and The Geneva Association's letter to the Finance Ministers of the G-20 Governments.

Lessons from the Credit Crisis: An Investment Practitioner's Point of View (Insurance and Finance SC 3)
(20.02.2009) Guido Fürer and Jérôme Haegeli want to take stock of what they think should be the lessons learnt from an investment practitioner's point of view in order to avoid repeating the same mistakes in the next crisis, which will without a doubt come unexpectedly as well.

On Risk, Rescue and Hazards - The Global Crisis (Insurance and Finance 4)
(10.02.2009) by Patrick M. Liedtke, Secretary General and Managing Director, The Geneva Association.

►  Navigating the storm
(24.12.2008) In this article from Global Reinsurance Patrick M. Liedtke and Kai-Uwe Schanz provide an overview of the global credit crisis, and an outlook for the future. 

►  Maintaining stakeholder trust in difficult times: What insurers can do 
(4.12.2008) In this article, Kai-Uwe Schanz, Advisor to The Geneva Association discusses the vital importance of stakeholder trust to the insurance industry. He also suggests specific ways of maintaining trust in difficult times such as the current credit crisis and economic downturn.
 

►  Credit Crisis and Insurance – A Comment on the Role of the Industry (Insurance and Finance SC 1)
(14.11.2008) In this article on the credit crisis, Geneva Association Secretary General and Managing Director Patrick M. Liedtke comments on the role of insurance during the current crisis and analyses the key difference between insurance and other financial services firms.

Further contributions for downloading

  Restoring Trust in the Financial Markets: Time to Think Sustainability
(29.9.2009)
This discussion paper by the Sustainability Forum Zürich explores main reasons for the current economic and financial crisis and, more importantly, ways of preventing or at least reducing the scale of similar dislocations going forward. The Sustainability Forum's approach is rooted in the notion of sustainability which is applied to financial markets, corporate business models, corporate governance structures and the realm of public policy. The paper reflects the outcome of a series of interviews with respected experts and executives.
 

►  Emerging from the Storm: The Day after Tomorrow for Insurance
(12.09.2009) This report examines how the financial crisis is set to reshape the industry as a whole, along with some of the key developments that are likely to affect particular segments and geographical markets.

►  Insurance Risk Management Response to the Financial Crisis
(5.5.2009) This paper summarises the CRO Forum’s views on the key elements of effective risk management, the differences between insurance and banks’ approaches to risk management, and the importance of economic-based group supervision for cross-border (re)insurers. It covers five major themes which the CRO Forum considers to be adequate responses to the crisis.

  Swiss Re's Economic Forum 2008: The financial crisis and its effects on global insurance – outlook for 2009
(12.12.2008) Swiss Re's senior economists have reviewed the turmoil in the global financial markets in 2008 and provided an outlook for the global economy and world insurance in 2009.

Dedicated insurers are not a systemic risk
(3.12.2008) D.M. Hofmann and A.P. Lehmann from the Zurich Financial Services Group warn against lumping banks and insurance companies together. They are also of the opinion that the insurance industry has had a stabilizing influence on the financial system in recent times thanks to its anti-cyclical investment behaviour. 

►  Eight key messages on the financial turmoil
(14.11.2008) The CEA publishes messages on the financial turmoil for the European insurance sector. 

►  Global insurers take a hit in the third quarter, but ratings should withstand the test
(12.11.2008) Standard & Poor's Ratings Services examines whether, in their view, global insurers can maintain their resilience. 

►  CRO Forum response to the financial crisis 
(23.10.2008) The CRO Forum’s views on the consequences for Enterprise Risk Management and regulation in the insurance industry and the accompanying press release. 

  The insurance industry at a time of financial crisis and economic recession
(16.9.2008) Swiss Re Senior Economist Christian Schmidt provides some perspectives for the insurance industry at a time of financial crisis and economic recession.
 

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A special half issue on Insurance and the Credit Crisis of The Geneva Papers on Risk and Insurance – Issues and Practice has been published in January 2010.  More...

 



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