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Case Study

Technical due diligence
Life Insurance

Due diligence in the context of the acquisition of a FinTech by an insurer

Context & Objectives

Our client is a leading insurer.
As part of its diversification strategy, our client wanted support in carrying out the technical due diligence for a FinTech based on robotic asset allocation technologies.

Procedural approach

  • Analysis of asset allocation models: functional scope of coverage of types of asset classes, underlying instruments, investor risk constraints, test sets, etc.
  • Checking the allocations proposed by the asset allocation engine against the model.


  • Allocation model error risk analysis
  • Verification of functional and operational objectives including their limits.


Life Insurance

Duration of the mission

< 1 month

Type of project

Technical due diligence