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Podcast: InsuranceAUM.com
Episode: Episode 336: How Insurers Can Unlock Alpha Through Residential Whole Loans
Description: Nancy Mueller Handal, Chief Investment Officer of Insurance Asset Management at Bayview Asset Management, shares her insights on how insurers can pursue alpha through residential loans and asset-based finance. With extensive experience in structured credit, Nancy explains why residential whole loans can be a strong fit for insurance portfolios when managed with discipline and precision. She discusses the capital efficiency of the asset class, the appeal of agency-eligible and non-QM loans, and the role of thoughtful underwriting in mitigating risk.
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The discussion also covers the evolution of the residential credit market, the importance of robust data and infrastructure, and the r...