LMA - Treasury & Investment Group

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Treasury & Investment Group

The Treasury & Investments Group operates under the LMA Finance Committee, which is accountable to the LMA Board, and serves as a strategic forum for treasury and investment professionals from managing agents. The group provides a platform for market participants to engage with Lloyd’s, offering informed feedback and constructive challenge on matters that influence treasury operations, investment frameworks and liquidity strategies.

By facilitating collaboration and sharing insights, the group supports the development of efficient, market-aligned solutions that contribute to the financial strength and resilience of the Lloyd’s market.

Committees » Finance

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Sanjiv Sharma

Head of Actuarial and Exposure Management

Committee secretary

Key issues covered

The Treasury & Investments Group addresses a wide range of strategic and operational topics that influence the investment and treasury activities of managing agents in the Lloyd’s market. Core areas of focus include:

Market intelligence sharing

Monitoring and circulating economic and political developments that could affect investment strategies and performance.

Crisis response co-ordination

Supporting market-wide responses to major events, such as the Covid-19 pandemic or credit rating changes.

Lloyd’s collaboration

Working closely with Lloyd’s on strategic asset allocation rules and and acceptable assets for syndicate investment and Funds at Lloyd’s.

Responsible investment

Developing and promoting principles and policies for responsible and sustainable investment.

Operational feedback

Providing feedback to Lloyd’s on custodian services, investment management costs and service proposition.

Treasury best practices

Sharing effective practices in treasury and liquidity management, including cash collection and credit control processes.

Educational support

Enhancing financial literacy by contributing investment-related content to LMA Academy programs aimed at non-investment professionals.

Consultation engagement

Contributing to industry consultations and formal responses related to investment policy and regulatory reporting.

Committee insights

Finance and Actuarial Update, Q4 2025

Replay – LIC Quarterly Forum

Finance and Actuarial Quarterly Update

Upcoming events

For events hosted online, joining instructions will be emailed to all registered attendees closer to the date of the event no later than 24 hours prior to commencement.

View more events

International Maritime Forum “Global Compass”

We’re pleased to share that Neil Roberts, Head of Marine & Aviation at the LMA, will be speaking at the upcoming International Maritime Forum "Global Compass" as part of its panel on Geo-Political Challenges in Shipping.

Managing Expert Engagement: A Property Claims Roundtable

The LMA Property Insurance Claims Group welcomes property claims professionals to this interactive roundtable exploring the effective management of experts throughout the claims process.

25 Years On: Reflections on the 9/11 Claims Response

As we mark the 25th anniversary of the terrorist attack at the World Trade Center on 11 September 2001, join us for a unique and highly personal conversation with individuals who were directly involved in managing the unprecedented claims response that followed.