AM Best Online Help

CUSIP/Issuer Search

Search for a specific CUSIP or Issuers and create a report to analyze companies that own specific investments. Rating Information fields can also be added to your reports for further analysis.

Access CUSIP/Issuer Search from the Investments (Schedules A Through E) option in the Explore Schedules group button.

1. Select a Report:

   • By CUSIP/Issuer Identifier - Click the CUSIP/ Issuers Identifier option. Use the Search By CUSIP/Issuer Identifier Search box to select the desired search criteria. Issuer number will appear as filed.  CUSIP's can exist in multiple schedules.

   • 1. Enter the known CUSIP number or Issuer Number.

     2. Click the Search button to retrieve the results.

     3. The schedule drop-down in the Create Report section populates with all of the schedules in which the CUSIP or Issuer Number exists. CUSIP's can exist in multiple schedules.

   • By Issuer Name - Click the Issuers Name option. The Search By Issuer Name Search box opens.
     Note: A minimum of three characters must be entered.  

   • 1. Enter the desired criteria in the Issuer Name search box. The Issuer name will appear as filed and issuer numbers will also populate.

     2. Click the Search button to retrieve the results.

     3. Click the View/Select Results. Use the Select Clear All checkbox or Select All and Clear All buttons to assist in selecting or resetting the Issuer Search.
        Note: Data is filed by various insurance companies and therefore may present multiple names for each issuer number. A maximum of ten companies will populate for the selected issue name.

     4. Click the OK button. The amount of Issuers selected will appear next to the Search for Issuers button. The schedule drop down in the Create Report section populates with all of the schedules in which the selected issuers exists. Issuers can exist in multiple schedules.

2. Create Report:

   • Single Schedule:

   • 1. Select the desired schedule from the drop-down menu.

     2. Select the desired available data period from the drop-down menu.

     3. Click the Select Fields button. The Select Fields for Investment Reports opens. All available fields are populated in the Selected Fields list box.

        • To clear all items from the Selected section, click the double arrows pointing to the Available section.

        • To remove the selected items from the Selected section, click the single arrow pointing to the Available section.

        • To remove all items from the Selected section, click the clear button.

        • Optional: Save as Default to save the custom field list for later use.

     4. Click OK to generate the Report in grid format for the selected components.
        Optional: Click the Export Grid to Excel button to export the information.

   • Multiple Schedules:

   • 1. Select Export Multiple Schedules to Excel to select more then one schedule from the search results.

     2. Select the desired schedules. Use the Select All, Clear All, or Close options to assist in selection.

     3. Click Create Report to generate the Report for the selected components.
        Optional: Click the Cancel Export button to cancel the report generation.