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Written by Abigail Doeksen
Published: 07-03-2026

Overview

Stonebridge Insurance is a property & casualty insurer with a ~$20B investment portfolio earning ~4.5% per year, mostly in bonds. The CEO is considering building an in-house private equity team to improve returns and diversify its holdings. Candidates must benchmark peers, weigh the returns on offer against the risks and costs, run a breakeven, and recommend whether to build a team, invest via funds or stay the course.

Formats available

📄 Peer practice PDF

Case info

Difficulty

Beginner

Case type

Strategy

Industry

Financial services and insurance

Geography

North America, USA

Additional info

Includes charts and/or data analysis


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