Best's Investment Schedules (A-E)
P/C & L/H, US

To order by phone:
(908) 439-2200 ext. 5311

Best's Schedule D (Investments) - Property/Casualty & Life/Health - United States

The Investment Profile provides key information about a company or group, plus standard reports and a report creation tool.

Investment schedules A through E assist with the detailed analysis of the insurance industry's investment portfolio and the evaluation of insurers' investment strategies.

  • View investment information for single companies and groups.
  • Evaluate your company's investment portfolio against those of other insurers.
  • Track issue ownership, and develop lists of specific issue owners.
  • Find investments owned by insurance companies using the CUSIP number or issuer name.

Your purchase includes:

  • Data:
    • Access to detailed listings of securities held by US property/casualty and life/annuity and health insurers as reported in Schedules A through E of each insurer's annual and quarterly statements
    • Every stock and bond issue held by thousands of insurers, including:
      • US Government Agency Bonds
      • GNMAs
      • Treasuries
      • Warrants
      • Rights
      • Private Placements
      • Closely Held Affiliates
    • Access to all hybrid securities in one convenient location, for easy identification and peer analysis
  • Tools:
    • An Explore Investments tool that lets you analyze companies that own specific investments, get an overview of investment data for insurers and groups, search for companies or specific investments, and create reports for multiple companies with the Report Wizard
  • Reports:
    • Standard reports, including the Maturity Report and Comprehensive Investment Report, along with an Analysis of Bonds and Investment Income & Capital Report
  • Company Information:
    • Corporate structure and data structure
    • Current and historical Best's Financial Strength Ratings and Best's Issuer Credit Ratings
    • Current and historical Best's Capital Adequacy Ratio (BCAR) scores
    • The past six months of rate, rule and form filings for US companies that have filed P/C policies
    • Best's Corporate Changes & Retirements, going back to 1819
  • Access to:
  • Multiple delivery channels:
    • Web via BestLink
    • Excel via BestLink for Excel
    • FTP (available by request; contact us for details and pricing information)

Important Links

Phone orders and inquiries: US: (908) 439-2200, ext. 5311; Europe: +44 20 7397 0290