Skip Nav
Welcome to Institutional Asset Management | Contact Us Client Reporting

Providing comprehensive solutions

Global Insurance Solutions partners with Clearwater Analytics to provide fully reconciled reports to satisfy various reporting needs:

  • Accounting data for multiple basis of accounting (Statutory, U.S. GAAP, IFRS, Tax, etc.)
  • Regulatory reporting requirements (NAIC, 10-Q/10-K, Solvency II , etc.)
  • Ratings agency support (NAIC, Moody’s, Fitch, S&P, AM Best, etc.)
  • Fair value pricing and leveling

Investment accounting and reporting capabilities

Partial outsourcing
Full outsourcing
Our partial outsourcing services include:
  • Real-time access to investment accounts on the web-based accounting platform, powered by Clearwater Analytics

  • Detailed holdings, transactions and income reports, which includes book value, book yield, accrued income, unrealized and realized gain/loss, investment income, purchases, disposals, etc.)

  • Ability to leverage Global Insurance Solutions’ experienced accounting professionals

Comprises partial outsourcing offerings, while also including:
  • Fully reconciled investment–related regulatory reports including quarterly and annual statement disclosures for NAIC Statutory, local GAAP and Solvency II reporting

  • Custody and general ledger feeds and reconciliations

  • Cash flow projections , impairment/OTTI analysis, RBC calculations and audit support

NAIC National Meeting notes

International Insurance Forum

Shifts in global regulations will alter the insurance industry worldwide.

Read more >

2017 Spring National Meeting

NAIC marches forward with new bond RBC and opens the door to add real estate investments for 2018 implementation.

Read more >

In case you missed it

Read the NAIC 2016 Fall Meeting notes

Upcoming NAIC National Meetings

  • NAIC Summer Meeting , Philadelphia, PA – August 5-8, 2017
  • NAIC Fall Meeting, Honolulu, HI – December 2-5, 2017


Meet Our Team
Dean Crabtree
Head of Investment Accounting and Reporting, Global Insurance Solutions
Wheatley Garner
Investment Accounting and Reporting, Global Insurance Solutions

Let Us Call You


Submit an RFP

Preparing for IFRS 9: Implications for insurers

Read More
years with
J.P. Morgan