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Summary
Gain unprecedented transparency into insurance company investment portfolios. This webinar will showcase our cutting-edge data products that provide comprehensive coverage of NAIC Investment Schedules. Discover how our platform goes beyond static filings, demonstrating how we integrate this crucial regulatory data with real-time bond pricing to generate estimated daily Net Asset Value (NAV) for insurer portfolios. We'll also illustrate how to analyze ETF holdings, identify emerging trends, and unlock deeper portfolio insights by combining investment schedule data with other valuable datasets. See our solutions in action and learn how to gain a significant analytical edge. Topics of discussion will include:
- The breadth and depth of the NAIC Investment Schedule data coverage.
- The specific data points and analysis for ETF holdings.
- Examples of trend analysis you can perform by combining datasets.
- The user-friendliness and efficiency of our data products.
- Carry out various tasks like enhanced risk management, competitive intelligence, and investment opportunity identification
Moderator
S&P Global Market Intelligence
Chris Winter
S&P Global Market Intelligence
Associate Director, Insurance
Chris Winter is the North America Insurance solutions lead for S&P Global Market Intelligence. In this role, Chris helps insurance clients utilize the full suite of solutions offered by S&P, such as financial data, credit risk solutions, data feeds, and more, while specializing in the NAIC Statutory and Rate Filings products. He holds a Bachelor of Arts in History and English from the University of Virginia and an MBA from the College of William & Mary.
Speakers
S&P Global Market Intelligence
Syed Hassan Ahmed
S&P Global Market Intelligence
Associate Director, Product Manager Industry Data Solutions
Hassan is an Associate Director in the Product Management group within S&P Global Market Intelligence, overseeing Industry data delivered through various distribution solutions, like Feeds, API and Cloud. Having an experience of over a decade in product management, distribution solutions and various industries like Financials, TMT, Real Estate and Commodities, allows him to work with clients both on the Buy-Side and Sell-Side to build innovative solutions to unlock deep sector insights and grow the product and business portfolio for the Data & Research group within the division.
He has a Bachelors in Computer Science with a major in Artificial Intelligence and is currently pursuing the CFA charter.
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S&P Global Market Intelligence
Tom Mason
S&P Global Market Intelligence
Principal Analyst
Tom Mason is a principal quantitative research analyst for S&P Global Market Intelligence focused on the financial services sector, an industry he has covered for over a decade. Part data scientist, part subject matter expert, he helps clients automate their workflows through A.I. and machine learning, and offers his data-driven research insights on the industry to clients and the press.
Questions?
Please contact us if you need more information or have trouble accessing the webinar.