Capital Markets Bureau

The Capital Markets Bureau supports state insurance departments in regulating investment activities at insurance companies. It supports assessments and analysis of portfolios owned by the insurance industry, financial solvency, macro-prudential efforts and also monitors and analyzes developments and trends in the financial markets.

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Special Reports

U.S. Insurer Investments in Private-Label Commercial Mortgage-Backed Securities Decline at Year-End 2023

Nov. 6, 2024

Special Reports

U.S. Insurance Industry’s Commercial Real Estate Investments Near $1 Trillion as of Year-End 2023, Led by Mortgage Loans

Oct. 29, 2024

Special Reports

Insignificant Change to Federal Home Loan Bank Membership by U.S. Insurers but an Increase in Advances in 2023

Oct. 1, 2024

Special Reports

Number of Private Equity-Owned U.S. Insurers Remains Constant, But Total Investments Increase by Double Digits in 2023

Aug. 7, 2024

Market Buzz

Private Credit Characteristics

Jul. 30, 2024

Special Reports

U.S. Insurers' Bank Loan Exposure Rises at a Decelerated Pace in 2023

Jul. 16, 2024

Primers

Private Credit Primer

Jul. 2, 2024

Special Reports

U.S. Insurers’ Exposure to Residential Mortgage-Backed Securities Increases Double-Digits in 2023

Jun. 12, 2024

Special Reports

U.S. Insurance Industry’s Cash and Invested Assets Rise to $8.5 Trillion at Year-End 2023

May. 8, 2024

Special Reports

U.S. Insurers’ Outsourcing to Unaffiliated Investment Managers Holds Steady at Year-End 2023

May. 3, 2024

Special Reports

Growth in U.S. Insurers' Schedule BA Assets Slows at Year-End 2022

Feb. 7, 2024

Special Reports

Update on the U.S. Insurance Industry’s Exposure to Securities Lending and Repurchase Agreements at Year-End 2022

Jan. 31, 2024

Resources & Links

Collateralized Loan Obligation (CLO) Stress Tests (May 2020)

Collateralized Loan Obligation (CLO) Stress Tests Methodology

Investment Analysis Report Request Form

Subscribe for State Insurance Regulators

Subscribe for Interested Parties (Other Non-Regulators)

Contacts

Eric Bruzzo
Sr. Policy Data Analyst, Capital Markets
ebruzzo@naic.org
212-386-1918

Jean-Baptiste Carelus
Senior Analyst, Capital Markets
jcarelus@naic.org
212-386-1957

Jennifer Johnson
Manager II, Capital Markets
jvjohnson@naic.org
212-386-1938

Dimitris Karapiperis
Capital Markets Analyst III
dkarapiperis@naic.org
212-386-1949

George Lee
Capital Markets Analyst I
glee2@naic.org
212-386-1956

KJ Moore
Administrative Assistant II- FRA
kmoore3@naic.org

Tim Nauheimer
Manager, Macroprudential Surveillance, Capital Markets
tnauheimer@naic.org
212-386-1967

Michele Wong
Manager II, Capital Markets
mwong@naic.org
212-386-1978

Support

Address

One New York Plaza Suite 4210 New York, NY 10004 United States

Library & Archives

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