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2026 Charges

1. The Investment Analysis (E) Working Group (INVAWG) will:
   1. Monitor the risks associated with all types of invested assets, including collateral loans, mortgage loans, real estate, and Schedule BA investments.
   2. Analyze the details of new or evolving investment products or new investment characteristics that could pose unique risks to insurers and provide recommendations to the Task Force on investment-related solvency policy changes to be made in conjunction with other Ï㽶ÊÓƵ groups of the Financial Condition (E) Committee.
   3. Analyze insurers and groups that hold new, evolving, or riskier investments and advise the state of domicile on applicable risks, either directly or through coordination with the Financial Analysis (E) Working Group or Valuation Analysis (E) Working Group.   Where applicable, utilize Ï㽶ÊÓƵ staff from the Securities Valuation Office and Structured Securities Group and Capital Markets Bureau to assist the Working Group with these deliverables.  
   4. Oversee a revised portfolio analysis product from Ï㽶ÊÓƵ staff, the CMB Research agenda, and analytical investment reports produced by Ï㽶ÊÓƵ for the public.
   5. Oversee the Ï㽶ÊÓƵ’s implementation of revised systems designed to improve the availability of various investment data points from existing Ï㽶ÊÓƵ databases while also identifying and providing Ï㽶ÊÓƵ staff who support this group with at least one investment software package that facilitates portfolio analysis and portfolio modeling.
   6. Monitor information technology and data resource needs to ensure data can be retrieved efficiently and effectively.
   7. Develop best practice examples of supervisory plans that monitor complex investments where the company and the regulator oversee company-designed risk dashboards on their riskier investment areas/or risk mitigation tracking.