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NAIC Regulatory Treatment Update – CLOs

The NAIC is proposing to change the treatment of insurers’ ~$200 billion CLOs holdings, moving away from relying on agency ratings and toward a modeled-based approach in assigning designations. The changes can have a material impact on CLO investment strategies. With a comment period ending December 5, insurers, insurers’ asset managers, and participants in the syndicated loan market are assessing the potential implications of this proposal in the context of the broader changes to NAIC guidelines.

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Bridgeway Analytics

Bridgeway Analytics was founded to redefine how insurance investors and their regulators navigate ever-increasingly complex capital markets.

Our solutions democratize the overwhelming set of investment regulations and metrics by codifying and distilling information to what matters most. We bridge practitioner needs for accelerated tactical and strategic decisioning with transparent and intelligent performance metrics. By aligning risk management, investment management, asset-liability management, financial reporting and compliance functions with regulatory requirements, our solutions improve efficiency and income generation.

At Bridgeway Analytics, we strive to create a resilient environment with an equitable culture, where everyone feels seen, heard, valued and empowered.

Luis Leguizamon
Chief of Market Strategy and Client Solutions
luis.leguizamon@bridgewayanalytics.com

Phone: 646.251.9752
bridgewayanalytics.com
1800 Gough Street, #2
San Francisco, CA 94109

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Bridgeway Analytics
Bridgeway Analytics

Bridgeway Analytics was founded to redefine how insurance investors and their regulators navigate ever-increasingly complex capital markets.

Our solutions democratize the overwhelming set of investment regulations and metrics by codifying and distilling information to what matters most. We bridge practitioner needs for accelerated tactical and strategic decisioning with transparent and intelligent performance metrics. By aligning risk management, investment management, asset-liability management, financial reporting and compliance functions with regulatory requirements, our solutions improve efficiency and income generation.

At Bridgeway Analytics, we strive to create a resilient environment with an equitable culture, where everyone feels seen, heard, valued and empowered.

Luis Leguizamon
Chief of Market Strategy and Client Solutions
luis.leguizamon@bridgewayanalytics.com

Phone: 646.251.9752
bridgewayanalytics.com
1800 Gough Street, #2
San Francisco, CA 94109

View the contributor page

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