For more than a decade, the Insurance Investment Outsourcing Report (IIOR) has been a trusted resource for insurers seeking experienced, insurance-focused investment managers and consultants. Each year, the report helps insurers navigate an increasingly complex investment landscape by highlighting investment firms with deep expertise in insurance portfolios and outsourcing solutions.
That relevance continues to grow. The 2025 IIOR included more than 100 insurance-focused asset managers and investment consultants and was downloaded over 1,500 times, reflecting strong and expanding demand across the industry.
Steve Doire, Senior Advisor at CWAN and Founder of DCS Financial Consulting, commented, “With Institutional Investor’s broad reach in the institutional investment community, the IIOR is positioned for even greater distribution among insurers and increased engagement from managers.” Rip Reeves, CEO of Institutional Investor, added, “We are proud to support this important industry resource and to share the valuable insights it delivers with our members.”
With CWAN, DCS Financial, and Institutional Investor all actively focused on the report, the IIOR is entering its next phase—expanding its reach, deepening its insights, and strengthening its role within the insurance investment community.
As part of that momentum, Steve Doire will present IIOR data and trends at Institutional Investor’s March 2026 Insurance Portfolios Roundtable in Washington, DC. He recently sat down with Institutional Investor to discuss the evolution of the IIOR and preview key themes that will shape the upcoming discussion. The interview and conference details can be found here.
If you are an asset manager or investment consultant interested in contributing to the 2026 IIOR, or would like to receive a copy when it becomes available, please click here. The 2025 IIOR can be found here, and the related IIOR trends report here.