This page contains links to obtain SVO publications, such as the Purposes and Procedures Manual.
Purposes and Procedures Manual
The Securities Valuation Office produces a Portfolio Analysis for Regulators (SVO-PAR), which is a tool for state regulators to use in conducting financial examinations. At the request of an Insurance Department, the SVO - Investment Research Unit ("IRU") will utilize a company’s investment information, which is required by the annual statement filing, to analyze the investment portfolio of that company. A final report summarizing the SVO’s findings is provided to the Department.
Any regulators who are interested in obtaining an SVO-PAR should contact the SVO at 212.398.9000.