¾«¶«Ó°Òµ

INVESTOR RELATIONS

Delivering long-term value to our stakeholders through financial strength
and stability for nearly 160 years.

INSURANCE RATINGS

The following table identifies the financial strength ratings for ¾«¶«Ó°Òµ and ¾«¶«Ó°Òµ & Annuity CompanyÌýissued from the major independent rating agencies.*

ViewÌýInsurance Ratings

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Distribution of Investments

¾«¶«Ó°Òµ invests in carefully selected securities, mortgage loans, real estate equity, and private equity. ¾«¶«Ó°Òµ has an accomplished management team with experience in both positive and negative market environments. Our disciplined underwriting and diligent monitoring help ensure that we maintain portfolio quality over the long horizon.Ìý

Dollars in Millions

$130.7B

as of Dec. 31, 2023

  • Fixed Maturity Securities ($87,971)
  • Mortgage Loans ($22,401)
  • Policy Loans ($8,208)
  • Private Equity ($6,624)
  • Real Estate ($3,332)
  • Other Investments ($2,146)

Commitment and Consistency

¾«¶«Ó°Òµ Global Funding II is committed to the FA-Backed note industry. Our innovative and forward-thinking approach begins with a strong team. ClickÌýÌýto view our ESG risk rating report.

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Investing in People, Communities, and the Environment

Corporate Social Responsibility

For nearly 160 years, ¾«¶«Ó°Òµ has been dedicated to environmental conservation and sustainable investing. Our mission is to responsibly deliver balanced, long-term returns.

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Responsible Investment Policy

Investing responsibly is a pillar of ¾«¶«Ó°Òµâ€™s Corporate Social Responsibility program; it aligns with our core values of accountability, integrity, and serving our communities.

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Sustainable Financing Framework

¾«¶«Ó°Òµ is committed to sustainability and to creating a meaningful future for our stakeholders, and to positively impact our communities, our customers, and our environment.

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Principles for Responsible Investment (UN PRI)

¾«¶«Ó°Òµ is a signatory of the United Nations-supported Principles for Responsible Investment, underscoring our commitment to responsible investment and sustainable business practices.

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Corporate Social Responsibility

For nearly 160 years, ¾«¶«Ó°Òµ has been dedicated to environmental conservation and sustainable investing. Our mission is to responsibly deliver balanced, long-term returns.

Learn More

Responsible Investment Policy

Investing responsibly is a pillar of ¾«¶«Ó°Òµâ€™s Corporate Social Responsibility program; it aligns with our core values of accountability, integrity, and serving our communities.

Learn More

Sustainable Financing Framework

¾«¶«Ó°Òµ is committed to sustainability and to creating a meaningful future for our stakeholders, and to positively impact our communities, our customers, and our environment.

Learn More

Principles for Responsible Investment (UN PRI)

¾«¶«Ó°Òµ is a signatory of the United Nations-supported Principles for Responsible Investment, underscoring our commitment to responsible investment and sustainable business practices.

Learn More

Investor Relations News

Reports & Presentations

Date Description More Information
June 30, 2024 2024 Pacific Mutual Holding Company Semi-Annual Report (Financial Highlights) Download
Aug. 21, 2024 ¾«¶«Ó°Òµ Global Funding II - Q2/2024 Investor Presentation Download
May 23, 2024 ¾«¶«Ó°Òµ Global Funding II – Q1/2024 Investor Presentation Download
March 22, 2024 ¾«¶«Ó°Òµ Global Funding II - 2023 YE Investor Presentation Download
Nov. 16, 2023 ¾«¶«Ó°Òµ Global Funding II – Q3/2023 Investor Presentation Download

* An insurer's financial strength rating represents an opinion by the issuing agency regarding the ability of an insurance company to meet its financial obligations to its policyholders and contract holders. A rating is an opinion of the rating agency, only, and not a statement of fact or recommendation to purchase, sell or hold any security, policy or contract. These ratings do not imply approval of our products and do not reflect any indication of their performance. A positive or negative outlook indicates that the rating could change based on certain future events relating to the financial condition of the company.Ìý

For more information about A.M. Best, please visit the A.M. Best website,Ìý. For more information on Fitch, visitÌý. For more information on Moody’s, visitÌý. S&P Global's Ratings provides independent financial information, analytical services, and credit ratings to the world’s financial markets. For more information on S&P Global, visitÌý.

The results for past accounting periods are not necessarily indicative of results to be expected for any future accounting period.

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