CONNING, INC.
HARTFORD, CT

Conning, Inc., nestled under the umbrella of Cathay Financial Holding Co., Ltd., stands out as a premier provider in risk and capital management software alongside advisory services. With its reach extended through subsidiaries like Conning Investment Products, Inc., and Goodwin Capital Advisers, Inc., it offers extensive asset management solutions that meet strict regulatory standards across various regions including the U.S., Canada, UK, and Hong Kong. Conning's core expertise lies in fixed income strategies designed for institutional clients globally. Its presence spans strategic financial hubs like Boston, Cologne, Hartford, and beyond. Technology plays a crucial role at Conning, as they continually provide insights into industry trends through comprehensive studies. They operate within rigorous legal frameworks as verified by entities such as the SEC, UK's Financial Conduct Authority, and Hong Kong’s Securities & Futures Commission. The company has earned notable recognition in its domain, highlighted by awards like Best in Class 401(k) Plan Sponsor in 2018 and Risk Management Firm of the Year at the 2017 Insurance Asset Management Awards. Headquartered in Hartford, CT since March 25, 1997, Conning remains a significant player in insurance and financial services. It offers vital insights into mergers and acquisitions while navigating challenges like those posed by evolving tax regulations, evidenced by their analysis on the U.S. Tax Cut and Jobs Act. For further details about Conning’s broad spectrum of services and advisory solutions, one can consult their Form ADV Part 2 or explore more at conning.com.