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Providing comprehensive solutions

Global Insurance Solutions provides accounting-related solutions that helps clients:

  • Stay informed on regulatory developments that impact their portfolios
  • Operate more efficiently through outsourced accounting solutions
  • Gain access to more robust portfolio reporting tools

Investment accounting and reporting capabilities

Regulatory Insights
  • Track new developments in global insurance regulations through research and direct communication with regulators that impacts the insurance industry
  • Regularly produced publications detail important accounting and regulatory matters that affects our clients’ investment strategies and financial reporting requirements
  • Attend and participate in industry conferences to stay informed on the latest issues and topics affecting our clients

Outsourced Accounting Solutions
  • Support for multi-basis accounting needs – NAIC Statutory, local/national GAAP (e.g. US GAAP, UK GAAP, German GAAP, etc.) and IFRS
  • Regulatory reporting for quarterly and annual statement investment disclosures
  • Custody and general ledger feeds, reconciliations, operational and audit support
  • Additional support:
    • Impairment, OTTI, CECL analysis
    • Cash flow modeling, Shock analysis
    • RBC and credit rating agency assessments
Portfolio Reporting
  • Real-time, 24/7 access to investment accounts on our web-based accounting platform, powered by Clearwater Analytics
  • Detailed, customizable reports – holdings, transactions and income reports – complete with lot-level accounting data and investment analytics
  • Ability to aggregate investment data to support performance, risk and management reporting for internal and external stakeholders

Accounting and reporting insights

NAIC Summer National Meeting Capital Framework Discussion

New York – August 3-6: The NAIC released a proposal to reduce Life RBC charges for equity investments held over a long horizon that back long-term liabilities.

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NAIC 2019 Summer National Meeting

New York – August 3-6: Comprehensive Fund Proposal has been adopted providing clarity around Schedule BA assets.

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2019 IFRS Foundation Conference

London, UK – June 20 - 21: Amendments to IFRS 17 have been introduced, designed to ease implementation without disrupting implementation processes currently underway.

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NAIC International Insurance Forum

Global capital requirements and systemic risk within the insurance industry dominated the conversation at this year’s NAIC International Insurance Forum.

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NAIC Spring National Meeting Capital Framework Discussion

Orlando - April 6-9: The Capital Adequacy Task Force will assess the NAIC’s universe of rated funds for RBC implications.

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NAIC Spring National Meeting Key Takeaways

Orlando - April 6-9: Comprehensive Fund Proposal has been adopted providing clarity around Schedule BA assets.

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NAIC 2018 Fall National Meeting

The Valuation of Securities Task Force has deferred a few key initiatives into 2019, including the “Comprehensive Fund Proposal”.

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NAIC 2018 Summer National Meeting

The new corporate bond factors implementation of 2019 might be a “longshot”.

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IFRS 2018 Foundation Conference

New insurance-related disclosures will provide additional insight into the effects of insurers’ local regulatory requirements.

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NAIC 2018 International Insurance Forum

Regulators must show an appreciation for differing business models when designing controls to combat systemic risk.

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NAIC 2018 Spring National Meeting

The NAIC addresses the new Federal Tax Reform and its impact on proposed 2019 implementation of corporate RBC bond factors.

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In case you missed it

Read the NAIC 2017 Fall National Meeting notes

View the IFRS 2017 Americas Conference summary

Access the NAIC 2017 NAIC Summer National Meeting notes

Review the NAIC 2017 International Insurance Forum summary

Read the NAIC 2017 Spring Meeting notes


Upcoming NAIC National Meetings

  • NAIC Fall Meeting, Austin, TX - December 7-10, 2019
  • NAIC Spring Meeting, Phoenix, AZ – March 21-24, 2020
  • NAIC Summer Meeting, Minneapolis, MN – August 8-11, 2020
  • NAIC Fall Meeting, Indianapolis, IN – November 14-17, 2020



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

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Preparing for IFRS 9

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years with
J.P. Morgan