The Institutes Acquires InsuranceAUM.com to Expand Reach in Insurance Investment Education

The Institutes

MALVERN, PAThe Institutes announced its acquisition of InsuranceAUM.com, a leading digital platform that delivers insights, education, and networking opportunities for professionals in insurance investment. The move strengthens both organizations’ ability to support the growing demand for expertise in risk management and investment strategy across the insurance sector.

“By combining our expertise in professional education with InsuranceAUM’s deep expertise in insurance investments, we’re expanding the tools and knowledge available to help organizations make more informed decisions,” said Peter L. Miller, CPCU, president and CEO of The Institutes. “This step strengthens our shared commitment to supporting the evolving needs of the risk management and insurance community. Together, we will create new opportunities to elevate insurance investment acumen and deliver meaningful value to those we serve.”

Founded in 2013, InsuranceAUM.com has built a strong reputation as a trusted source of thought leadership, educational content, and events designed to help insurers make sound investment decisions and build professional connections. Under the new arrangement, InsuranceAUM.com will continue operating as a business unit of The Institutes while leveraging its parent organization’s resources to expand its reach and innovate its offerings.

“The real power of this acquisition lies not only in what we can achieve together today but also in what it means for tomorrow’s possibilities,” said Lynde O’Brien, chief operating officer of InsuranceAUM.com. “Our shared commitment is to create an environment where informed decisions lead to lasting connections across previously uncharted areas.”

Stewart Foley, CFA, founder of InsuranceAUM.com, called the acquisition a significant milestone. “Joining The Institutes marks an exciting new chapter for InsuranceAUM.com, as we align with one of the most trusted and respected organizations in the insurance realm,” he said. “This partnership expands our reach and credibility while allowing us to continue delivering the high-quality content, education, thought leadership, and events that define our platform. Together, we will build on our successes to innovate, engage, and provide lasting value.”

The acquisition reinforces The Institutes’ commitment to advancing education, professional development, and innovation across the risk management and insurance industries. By integrating investment-focused insights into its educational framework, The Institutes aims to enhance the collective expertise of the profession and prepare it for an increasingly complex financial landscape.

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