Residential Mortgage Loan Investing: Beyond Fund Look-Through Treatment
Learn how insurers can evaluate SMAs, affiliated funds, commingled funds, and private RMBS under recent NAIC mortgage investment guidance.
Read MoreBayview Asset Management
NEW
05/22/26
Residential Mortgage Loan Investing: Beyond Fund Look-Through Treatment
Learn how insurers can evaluate SMAs, affiliated funds, commingled funds, and private RMBS under recent NAIC mortgage investment guidance.
Learn More 
Housing and Mortgage Market Trends: Risks, Opportunities, and Portfolio Positioning
Housing and mortgage markets are showing signs of stabilization, but affordability, borrower behavior, and rate sensitivity still create risks for insurance investors. Readers will learn why mortgage investing requires granular data, prepayment analysis, and flexible portfolio construction.
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Managing Mortgage Loan Convexity Risk
Residential mortgage loans offer attractive yields and capital efficiency, but negative convexity introduces meaningful risk. This paper examines how prepayment behavior, loan characteristics, and modeling inform convexity management.
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Home Price & Housing Market Update – February 2026
The housing market entered 2026 on firmer footing, with improving price momentum and fewer broad-based declines. This report examines supply, demand, and financing conditions shaping near-term home price performance.
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Fund Finance: Evolution, Opportunity, and Portfolio Construction for Insurers
Michael Timms, Co-Head of Fund Finance at Bayview Asset Management, discusses the evolution of fund finance into a broader ecosystem of investment solutions. He explores how insurers can allocate across different segments of the fund finance market and why it represents a structural opportunity for insurance portfolios.
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How Insurers Can Unlock Alpha Through Residential Whole Loans
Nancy Mueller Handal, CIO at Bayview Asset Management, joins the InsuranceAUM.com podcast to share her perspective on how insurers can access alpha through residential loans and asset-based finance, drawing on decades of structured credit experience.
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1 Data as of December 31, 2025. AUM represents the discretionary assets managed by Bayview and is calculated as the sum of: (i) the unaudited net asset value of Bayview managed funds; (ii) uncalled capital commitments for commitment based funds; (iii) the investable assets managed by Bayview in separately managed accounts, including accounts of the Oceanview companies; and (iv) Bayview’s sub-advised portion of a Blackstone-managed mutual fund. AUM excludes Bayview-managed funds’ investments into other Bayview-managed funds and into the Oceanview companies to avoid double-counting.
2 Represents total insurance capital committed to Bayview-managed strategies, including both funded and unfunded commitments, across affiliated and unaffiliated insurance company mandates.