For insurers, funds easier to get than managersKhyati Dharamsi/ DNA
MONEY  | Wednesday, 15 October , 2008, 08:59



Insurance companies may be set to become the biggest players in the
Indian stock market, what with all the money flowing into their
schemes, but they just don't have the people at the top to manage the
swelling corpus.

In short, insurance firms are finding the position of chief investment
officer (CIO) hard to fill. HDFC Standard Life has been unable to find
a replacement for its erstwhile CIO, Sourabh Nanavati, who joined a
mutual fund house in early 2008.

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Paresh Parasnis, general manager — operations at HDFC Standard Life,
said last month, "We have been looking for a replacement but haven't
been able to do so."

The position was still vacant as of Monday. Kotak Old Mutual Life
Insurance has also been left without a CIO after Bryce Johns left the
firm. Attempts to get in touch with Kotak Old Mutual proved futile,
but Johns' former secretary said he resigned in August.

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Vikram Kotak, CIO at Birla Sun Life Insurance Company, said, "With
expectations of robust growth in assets going forward, a dedicated in-
house fund management team has become a pre-requisite."

HDFC Standard Life has always been taking advice on investments from
HDFC portfolio management services for managing assets. However, the
recent regulatory guidelines may soon set out of business the advisory
model many in the industry, which manages assets worth Rs 8,47,000
crore, have been following.

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The Insurance Regulatory and Development Authority (IRDA) recently
said that every life insurance company needs to manage its own
investments instead of outsourcing that function. The IRDA amended the
investment regulations to ask for in-house fund management operations
in life insurance companies.

Before December 2008, all insurers having assets above Rs 500 crore
will need to have a dedicated investments head and research team to
manage funds in-house. In a disincentive to those seeking investment
advisory, the regulator has asked companies outsourcing the investment
function to pay money out of their own pockets rather than expense it
to the policyholders.

Predictably, insurance companies are on the lookout for CIOs
aggressively now — a bit ironic, considering the major chunk of their
business has been from unit-linked insurance plans.

Firms such as Tata AIG Life, Birla Sun Life Insurance Company, Max New
York Life Insurance and Shriram Life Insurance have snapped their
advisory tie-ups with the portfolio management arms of asset
management companies.

An industry source said that even those who have recruited CIOs have
done so in letter and not in spirit. Sunil Kakar, Director-Finance and
CFO at Max New York Life Insurance, who also handles investments,
says: "We have transited to in-house fund management to some extent.
We have a 6-member research team and we plan to recruit more to make
it an 8-10 member team. We have to recruit on the fixed income side
and now credit analysis too is important." The company discontinued
its tie-up with Franklin Templeton Investments (India) in May 2007.

As per the amended guidelines, the front office shall report through
the CIO to the CEO, while the mid office and back office, to be headed
by separate personnel, shall be under the overall responsibility of
CFO who shall independently report to the CEO. Clearly then, a CFO
cannot hold the post of CIO simultaneously.

Kakar says in-house talent will be used to head the investments
function. "As per new regulations, there have to be different people
for investments and finance. The same would be implemented."

R. Krishnamurthy, MD of leading consultancy firm Watson Wyatt says,
"Getting a research team in place is not going to be easy. Equity
analysts and specialists are not easy to get. It will take quite
sometime."

In-house management of funds will be a new concept for international
life insurance firms as the outsourced arrangements are common abroad,
says Krishnamurthy. "Having a new model in India will be difficult for
them," he adds.

Meanwhile, the new entrants into the industry have decided to snap the
advisory model and have already recruited in-house fund managers with
strong research teams.

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Nitin Chopra, CEO of Bharti AXA Life Insurance, said, "None of the
fund managers in insurance industry is that famous. That function
needs to come up. We have a 12-member investment team, headed by
Abhijeet Gulanikar."

Future Generali MD & CEO Jayant Khosla said they had a dedicated CIO
and an investment team, with a dealing room in place.

Shriram Life Insurance Co, meanwhile, has snapped its tie-up with
Deutsche Bank and appointed group official Hariharan as the CIO.

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