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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Committee

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Paul Davenport

Finance and Risk Director

Committee secretary

Sharon Ingham

Chair

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, Actuarial and Exposure Management Update, Q3 2026

LMA Capital Provider Data Requirements

Finance, Actuarial and Exposure Management Update, Q2 2026

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

Zywave Horizon: Cyber Risk Conference

Chris Mather, Senior Executive in Technical Underwriting at the LMA, will be speaking on the panel From Promise to Payoff: SME Cyber Roundtable, which will explore the opportunities and challenges associated with increasing cyber insurance uptake among small and medium-sized enterprises (SMEs).

LMA Marine Forum

The LMA invites marine and energy practitioners to attend the Marine Forum on Tuesday 03 November.

Joint Natural Resources Committee Forum

The LMA invites professionals from across the energy insurance market to the Joint Natural Resources Committee (JNRC) Forum, a biannual event exploring key developments, emerging risks and challenges affecting the sector.