Invested Asset Work Group

The Invested Asset Work Group reviews the capital requirements for new asset classes such as Working Capital Finance Notes held by insurers. The work group is also involved with NAIC and other industry group proposals pertaining to the disclosure and management of investment risks.

Staff liaison: John Meetz

Chairperson(s): Jerry Holman, Jeff Johnson
Simpa Baiye
Nancy Bennett
David Berger
Roger Brown
John Gould
Suzette Huovinen
Jeffrey Mohrenweiser
Keith Osinski
Richard Owens
Guanghui Peng
Scott Robinson
Ruth Sayasith
Connie Tang
Jin Yan
Ying Zhao

Related Publications

Invested Asset Work Group comments to the NAIC Life Risk-based Capital (RBC) Working Group on a proposal for a new method of determining RBC and asset valuation reserves for commercial mortgages. (November 14, 2012)
Invested Asset Work Group comment letter to the NAIC Risk-based Capital (RBC) Working Group on American Council of Life Insurers’ Commercial Mortgage RBC Proposal. (November 14, 2012)
Invested Asset Work Group comments to the NAIC Valuation of Securities (E) Task Force related to modification of the methodology for assigning classifications to investments and changing how classification decisions are implemented. (June 20, 2012)
Invested Asset Work Group report regarding the C-1 Framework and delivered it to the NAIC Life Risk-Based Capital Working Group. (June 30, 2011)
Invested Assets Working Group comments on the NAIC's Securities Valuation Office staff reports related to the rating agency working group charges. (February 24, 2011)
Invested Asset Work Group report on hybrid capital requirements. (September 30, 2007)
Invested Asset Work Group presentation providing a status report to the NAIC's Hybrid Working Group. (June 04, 2007)
IAWG revision of revised hybrid securities work plan. (December 01, 2006)
Hybrid securities work plan from IAWG. (November 01, 2006)
IAWG Comments on ACLI Commercial Mortgage RBC Proposal