AM Best Online Help

Investment Profile

 

Access Investment Profile from the Investments (Schedules A Through E) option in the Explore Schedules group button.

• Select a company:

1. • Select a company from the drop-down lists.

1. 1. 1. From the List Type drop-down option, select Custom Lists, Standard Lists, My Shared Company Lists, Public Shared Company List or Criteria Lists. Select Custom Lists if you wish to view -Search Results-.
         The selected List Type populates the Lists drop-down option.

      2. From the Lists drop-down option, select the company list you wish to view.
         The selected list populates the Companies drop-down option.
         Note: When selecting a group, companies are displayed according to statement file group structure. Only companies in the group are available for the selected section.

      3. From the Companies drop-down option, select a company to view the profile for the selected insurer.

or

1. • Find a company.

1. 1. 1. Click the Quick Company Search button.

      2. Use the Settings option to assist in narrowing down the results by AMB Number, NAIC Number, or FEIN Number for selection. Enter the AMB#, NAIC#, FEIN, or company name. Enter at least 3 characters or digits to see companies matching the search criteria entered.

      3. Select the company of your choosing.

      4. Click the OK button.  

• View Company Information

1. • Company Information - View the company address and identification numbers.

   • Best's Credit Ratings

   • Available Reports - Access Schedule specific reports for the selected company.

   • • Maturity ReportMaturity Report

       • This Report captures investments based on the selected maturity date. Maturity date is as of todays date
         Optional: Select Data Period and Report Fields.

     • Comprehensive Investment ReportComprehensive Investment Report

       • This report provides the ability to capture all investment data for a single company or group in one location.
          Optional: Select Data Period and Report Fields.

   • Key Investment Data - Provides the summarized Book/Adjusted Carrying Value a company or group has for each schedule in one place.

• Create Reports:

Create a report for the selected insurer.

1. 1. Make the following selections to create a report for the selected schedule.

      • Schedule: Displays all available schedules for selected company.

      • Show Data: Select either As Filed or Reclassified. As Filed displays each investment as it was filed by the company. Reclassified displays investments that required reclassification based on CUSIP reviewed by A.M. Best. This option is only available for Stocks.

      • Select Data Period: Displays available data period for selected schedule.

      • Security Type: Select either Corporate Bonds,Municipal Bonds, Preferred Stocks or Common Stocks.

      • Top / Ranked By: View top investments based on selected fields.

      • Include Section Totals: Use this option to include section totals in the report.

      • Select Fields: Rating information fields are only available when a group record is displayed.

      • Select Sections: Filter investments to show sections selected.

1. 2. Click the Create Report button.

• Export the Report:

1. 1. Click the Export to Excel button to export the information.