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InsuranceAUM.com (Income Research & Management, IR+M) — Annual panel of US insurer invested-asset portfolios compiled from statutory/annual filings, segmented by Life, Property & Casualty and Health: total cash and invested assets ($8.5T book value), net investment income ($350bn), realized and unrealized capital positions, net and gross yields, asset allocation weights (bonds 66.8%, equities 7.4%, long-term/private 6.8%), plus Schedule BA composition (private equity ~49% of Schedule BA) and private-placement share of bond portfolios (record 37.3% overall; 45.5% for Life). Small specialist re…
Datasets
1Annual panel of US insurer invested-asset portfolios compiled from statutory/annual filings, segmented by Life, Property & Casualty and Health: total cash and invested assets ($8.5T book value), net investment income ($350bn), realized and unrealized capital positions, net and gross yields, asset allocation weights (bonds 66.8%, equities 7.4%, long-term/private 6.8%), plus Schedule BA composition (private equity ~49% of Schedule BA) and private-placement share of bond portfolios (record 37.3% overall; 45.5% for Life)
From 10 yearsCoverage FinancialsAsset class Fixed income · Equities · Structured products
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What does Insuranceaum do?
InsuranceAUM.com (Income Research & Management, IR+M) — Annual panel of US insurer invested-asset portfolios compiled from statutory/annual filings, segmented by Life, Property & Casualty and Health: total cash and invested assets ($8.5T book value), net investment income ($350bn), realized and unrealized capital positions, net and gross yields, asset allocation weights (bonds 66.8%, equities 7.4%, long-term/private 6.8%), plus Schedule BA composition (private equity ~49% of Schedule BA) and private-placement share of bond portfolios (record 37.3% overall; 45.5% for Life). Small specialist re…
What data does Insuranceaum offer?
Insuranceaum offers (Alternative, Fundamental, Reference) — Industry-wide panel covering roughly $8.5 trillion of insurer invested assets across three segments and dozens of allocation/yield series per segment per year, with a 10-plus year comparison history (Schedule BA 10-year average is cited as a benchmark).
What is Insuranceaum's data used for?
Insurance asset-quality and liquidity surveillance, private-credit and private-equity insurer exposure tracking (the Schedule BA channel), yield and duration positioning analysis, asset-manager sales targeting of insurer allocators, ALM and reinsurance risk models, regulator/journalism citation of insurer allocation trends, alternative-asset demand forecasting from the insurance channel
How is Insuranceaum's data delivered?
The data is with 10 years of history.
What does Insuranceaum cover?
Coverage spans US; Insurance Brokers, Financial Exchanges & Data; alternative, fundamental, reference; fixed_income, equities, structured_products.
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