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

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

 Access Analytical reports
using
BestLink® for Excel.® 

Track the investment activity of the insurance industry: Best's Schedule D comprises four databases, available separately or as a package:
  • Corporate Bonds
  • Municipal Bonds
  • Common Stocks
  • Preferred Stocks

Use Best's Schedule D to:

  • View investment information for single companies, or follow trends for larger segments or the industry as a whole.
  • Evaluate your company's investment portfolio against those of other insurers.
    Best's Schedule D (Investments) - Property/Casualty & Life/Health - United States

    Pie charts show holdings by
    asset category.

  • Quickly assess a company's or group's holdings.
  • Track issue ownership, and develop lists of specific issue owners.
  • Integrate the latest financial and rating data directly into you custom research projects using BestLink for Excel, which utilizes our Web Services architecture to retrieve information from our online Global Insurance & Banking Database.

Your purchase includes:

  • Access to one or more of the above databases (depending on your purchase) on CD-ROM, with detailed listings of securities held by property/casualty and life/health insurers as reported in Schedule D, parts I and II, of each insurer's annual and quarterly statements
  • Every stock and bond issue held by thousands of insurers, including:
    • U.S. 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
  • Easy-to-use software that lets you create reports and export them into Excel
  • Six- and nine-month quarterly updates
  • BestLink for Excel, which lets you download the latest data from the A.M. Best Web site
  • The latest Best's Ratings online
  • Best's Review
  • BestAlert Service
Important Links

BestAlert ServiceIncludes BestAlert Service, A.M. Best Company's notification and tracking service. Registered customers have the ability to track and receive notice of selected insurance company rating changes, related news and other company-specific information.

Year First Published: 1969

Published: Second quarter with six- and nine-month flows

Entries: 1,000 to 3,600, depending on the database purchased

Phone orders: (908) 439-2200 ext. 5311 (Corporate Sales)

Multi-seat inquiries, including organization-wide access: (908) 439-2200 ext. 5311 (Corporate Sales)

ISSN: 1521-6433

ISBN: 978-1-934301-40-1

Need additional data? Contact A.M. Best's Custom Data Services team for your special needs. With access to decades of filings, historical rating information and the ability to aggregate financial information by a variety of criteria, a solution is only a phone call away. (908) 439-2200 ext. 5383.

A.M. Best Data: Clean. Complete. Accurate.

  1. No data provider can equal the accuracy, scope or value of information from A.M. Best. We collect quarterly and annual statement data from more than 6,000 companies -- Property/Casualty and Life/Health companies, HMOs, alternative market entities and others -- and perform exhaustive tests and cross-checks for accuracy.
  2. Historical information is presented in 'as is' format, meaning it reflects today's ownership structures. Each company is identified in a way that allows us to track its development through changes in ownership or structure.
  3. Financial information for groups and major industry segments are presented in consolidated format, information that is not available elsewhere.
  4. Many of our publications include qualitative analysis of insurance company and industry performance, as well as unique, value-added indicators such as Best's Ratings and Profitability, Leverage and Liquidity ratios.
Site Map: Products & Services
A.M. Best's Publications & Services Catalog (PDF format: 3 meg)
(Document updated 6/23/2008)
 

Copyright © 2008 A.M. Best Company, Inc. All rights reserved.
A.M. Best Worldwide Headquarters, Ambest Road, Oldwick, New Jersey, 08858, U.S.A.