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FactSet Insurance Industry Summary Investment SchedulesFactSet

Examine summary-level investment schedule data for a private insurance company's bond portfolio and stock investment portfolio.

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Vendor

FactSet

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Company Website

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Highlights

  • Easily query by country, quality/maturity, or type/maturity schedules to view a distribution of all bonds owned by country, quality, type, and maturity date.
  • Gain a detailed view of an insurance company's financials and investments using data sourced primarily from NAIC statement filings and A.M. Best Company, Inc., an SEC- and NAIC-designated Nationally Recognized Statistical Rating Organization (NRSRO) that specializes in the insurance industry. Available for private insurance companies, Summary Investment Schedules data is sourced from Schedule D, a FactSet U.S. Statutory Insurance Financials database. View summary-level data by country, credit quality, maturity, and security type for an insurance company's bond portfolio and stock investment portfolio. Rely on greater granularity, accuracy, and comparability for health, life/health, property/casualty, and title insurance companies down to state-level information.
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