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Insurance investing
Energy infrastructure credit: A natural extension of private credit for U.S. P&C insurers
While insurers have embraced corporate direct lending, a parallel evolution is underway in energy infrastructure. Rising electricity demand and system complexity are creating financing needs that traditional models can't efficiently address—and opening an opportunity for insurers to deploy private credit strategies into asset-backed infrastructure investments.
Energy infrastructure credit uniquely aligns with U.S. P&C portfolio priorities, offering shorter weighted average lives, both fixed and floating-rate structures, strong structural protections, and capital efficiency that can reduce RBC charges by approximately 70%.