Investors Trust Assurance SPC, simply known as Investors Trust, is a global group of insurers launched in 2002. The firm provides lump sum products that offer capital protection for fixed income portfolios and alternative assets.
This page will look into Investors Trust profile, focusing on the following talking points:
- Who is Investors Trust?
- Investors Trust History
- Investors Trust Products
- Investors Trust Rating
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Delving into Investors Trust background information is crucial for stakeholders and investors’ assessment of its credibility, among other things.
Investors Trust Profile
Who is Investors Trust?
Unit-linked investment solutions are provided by ITA Group-arm Investors Trust, allowing offshore investors to access global markets.
The firm has many office hubs and reaches more than a hundred markets worldwide. It operates from the Cayman Islands, Dubai, Hong Kong, Malaysia, Puerto Rico, Uruguay, and the US.
Investors Trust highlights medium- to long-term investments tied to an insurance policy for international investors. It offers financial planning, protection, tax, and retirement plan services.
Investors Trust’s assets under management showed significant growth over the years, with roughly 1.01 billion USD in 2015, 2.36 billion USD in 2020, and 3.20 billion USD in 2021, as per available data.
Investors Trust History
- In June 2002, Investors Trust founded its first insurance business in the Cayman Islands and the corporate support office in Miami, Fla.
- In 2003, the firm offered online fund transfers, said to be the first in the sector. It also began its buildout in Asia and other global locations.
- In 2004, it added new products to its platform: Platinum and S&P 500 index products.
- In 2006, Investors Trust offered completely automated online policy services.
- In 2008, the firm formed a service point in Hong Kong and in Uruguay.
- In 2009, ratings agency AM Best gave its first rating to Investors Trust.
- In 2010, the Fixed Income Portfolio was rolled out to complement a mutual funds basket. In the same year, an e-application platform and corporate social responsibility program called Investors Trust Cares were launched.
- In 2011, savings scheme Evolution kicked off.
- In 2012, a new insurance service point was formed in Malaysia.
- In 2014, another product was incorporated to Investors Trust portfolio with the addition of Access Portfolio.
- In 2015, the Dubai Financial Services Authority has granted Investors Trust license as the firm set up an office in the emirate. A one-stop shop for financial advisors dubbed New Account Access Platform was also unveiled.
- In 2019, ITA International Insurer was formed in Puerto Rico. Then, mobile marketing app ITA Connect was rolled out.
Investors Trust Products
Regular Savings
- Investors can choose Investors Trust Evolution, Evolution Plus, or Evolution Select savings plans.
- The Investors Trust Fixed Income Portfolio is an investment product that offers fixed- and variable-rate choices.
- The Investors Trust S&P 500 Index Plan gives investors access to top US stocks, with principal protection.
- Investors Trust provides MSCI EAFE Index-tracking principal protected regular savings plan.
Lump Sum Products
- Investors Trust Platinum Select and Platinum Plus provide access to many investment options and allow investors to rebalance their portfolio any time.
- Investors Trust Access Portfolio is a flexible portfolio bond.
Investors Trust Rating
AM Best maintained Investors Trust Assurance SPC’s A-Rating and stable outlook at the end of 2023, marking the sixth year in a row. This rating denotes a very good ability to fulfill continuing insurance requirements.
Since 2009, Investors Trust has received ratings and evaluations from A.M. Best, one of the top credit ratings agencies for insurers.
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