Fitch on Solvency II - Asset Allocation

Fitch pushed out a paper on Solvency II's implications for Asset Allocation - well worth a read if you are a Pillar II & III dweller like I am (registration required, but free), as it simplifies a lot of the key areas that will drive strategic decision making outside of one's qualitative comfort zone, and will certainly help on the ORSA/Model validation front.