General Atlantic’s Take: The overriding theme of the NAIC Fall National Meeting is regulators’ desire for increased transparency into insurers’ investment portfolios, risks, and activities. We believe 2026 will be a pivotal year with new disclosures, structures, and NAIC leadership in place that could lead to future regulatory actions.
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General Atlantic reviews key developments from the NAIC’s Summer 2026 National Meeting, including proposed changes affecting ICOLI, the principles-based bond definition, CLO and ABS capital treatment, residential mortgage loans, Level 3 assets and offshore reinsurance. The report highlights a broad increase in regulatory scrutiny as insurers expand into more complex and less liquid investments.
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The NAIC’s Spring 2026 National Meeting underscored regulators’ intensifying focus on investment portfolio exposures and risks within the insurance industry. The following key developments across NAIC regulatory groups carry near-term implications for RBC capital charges, statutory reporting, and investment oversight in 2026 and beyond.
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The organizational pyramid — the hierarchy of specialized functions, coordinated through layers of management, that has dominated virtually every large institution for a century — is on its way out. And the cause of death is artificial intelligence.
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The Baby Boom has become the Retirement Boom. In the United States alone, more than four million people will reach age 65 each year through the end of the decade. By the mid-2030s, meanwhile, seniors are expected to constitute a larger portion of the country’s population than children. Similar demographic shifts are occurring in other developed markets as Japan and Europe.
Read More General Atlantic’s Take: The overriding theme of the NAIC Fall National Meeting is regulators’ desire for increased transparency into insurers’ investment portfolios, risks, and activities. We believe 2026 will be a pivotal year with new disclosures, structures, and NAIC leadership in place that could lead to future regulatory actions.
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In a Q/A with Private Debt Investor, Tripp Smith, Global Head of General Atlantic Credit, shares where he sees compelling opportunities, why structure matters more than ever, and how GA Credit is navigating market dislocation with flexibility and focus
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Our newly released white paper, Power Alleys, outlines the thematic investment framework that guides our global strategy. Rooted in enduring forces driving global growth—technology, healthcare, energy, and demographic shifts—Power Alleys are the high-conviction sectors where we pair deep expertise with sustained investment momentum.
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This year we celebrate 45 years of General Atlantic. From our roots in Growth Equity to our expansion into Climate, Credit, and Sustainable Infrastructure, our global platform is built on a culture of excellence, collaboration, and a shared commitment to building value.
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With heightened geopolitical tensions, rapid technological disruptions, and shifting economic paradigms, investors face risks and opportunities that are vastly different than they were as recently as five years ago.
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Chariot Re will reinsure approximately $10 billion of liabilities, including structured settlement annuity contracts and group annuity contracts associated with pension risk transfers originated by MetLife.
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Suzanne Gauron discusses how growth equity can fit within insurance portfolios, from diversification and return drivers to allocation strategies, valuations, and access to the asset class.
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Neda Vakilian of Actis and David Swift of General Atlantic discuss how growth equity and infrastructure strategies tied to energy transition and enabling infrastructure may complement traditional insurance allocations in a market increasingly driven by electrification, AI demand, and energy security.
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