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ACLI Investment Bulletins

Bond Quality

The purpose of the Bond Quality investment bulletin is to report total general account bond holdings on a quarterly basis, broken out by NAIC quality class, for the life insurance industry. Bond Quality highlights the holdings of investment grade bonds (highest quality bonds) over an extended period of time. In addition, a further breakdown of industry bond holdings by quality class is provided for companies within specified ranges of total general account net admitted assets. The data used to produce Bond Quality is received directly from the NAIC on a quarterly basis.

Invested Assets Portfolio Profile

The Invested Assets Portfolio Profile (IAPP) investment bulletin reports total industry holdings of general account net admitted invested assets of life insurers and fraternal benefit societies for the current year. The source of the data used in the bulletin is the "Summary of Investment Schedule" and "Assets" pages of the annual statutory filings to the National Association of Insurance Companies (NAIC).

Private Placements Commitments

Private placements are issues offered to institutional investors that involve no public offering, including privately placed medium-term notes, and Rule 144a issues. The primary purpose of the Private Placements Commitments investment bulletin is to show the types and principal characteristics of private placement investments currently being made by life insurance companies on a quarterly basis. The characteristics of the privately placed investments displayed in the bulletin include yield, spread, duration, and average life by quality rating, industry, and country. The data is collected by way of survey, in which life companies report new commitments for private placements, both primary and secondary issues, made during the month for investments in the general account and those underlying guaranteed investments in the separate accounts.

Commercial Mortgage Commitments - Quarterly

The Commercial Mortgage Commitments report is a primary source of industry information on mortgage lending activity of life insurance companies. Details include, but are not limited to: property type, contract rate, bond equivalent yield, basis-point spread, debt coverage, loan to value ratio and capitalization rate. All loan data are aggregated and distributed on a quarterly basis in five to six weeks after the end of the quarter.

Commercial Mortgage Commitments – Monthly Flash

CMC – Monthly Flash was first published in April 2020. It reports the same information as CMC – Quarterly, except on a monthly basis. All loan data are aggregated and released five to six weeks after the end of the month.

Mortgage Loan Portfolio Profile - Quarterly

The Mortgage Loan Portfolio Profile – Quarterly reports on life insurers' mortgage loan delinquency experience. It includes the number and principal of outstanding loans, restructured loans, delinquent loans, loans in foreclosure and foreclosed loans by type of property and geographic region. Currently, the survey participants include both member and non-member companies and the coverage is about 80% of the whole industry.

Mortgage Loan Portfolio Profile – Monthly Flash

MLPP – Monthly Flash publication started in April 2020. It is a condensed version of the MLPP – Quarterly and covers about 70% of the industry. One of the main features of the Monthly Flash is that it provides data on COVID-19 modifications: total amount of modified loans, number of modified loans, breakdown by property type and state.

Disclaimer Entities, individuals, or affiliates in possession of this publication agree not to reproduce, retransmit, disseminate, sell, sub-license, distribute, publish, broadcast, make available or circulate the CONTENT OR DATA to any third party without the prior approval of ACLI. Entities or affiliates that are not ACLI members are prohibited from electronically distributing this publication and/or data within their organization without the prior written consent of ACLI. An additional licensing fee may be levied upon an organization that wishes to electronically distribute this content within their organization. Any reproduction of this publication without the written consent from ACLI, including the resale of this publication or portions thereof, is a violation of federal copyright law, and may not be undertaken absent express permission and separate agreement with ACLI. ACLI relies on third-party financial data and/or other information provided to it. While this information is believed to be reliable, ACLI does not independently verify the accuracy or reliability of the information.

Investment Bulletin PDFs may be purchased online by credit card only. To pay by check, print and mail the order form (PDF) with your check made out to ACLI to: Michele Alexander, ACLI, 101 Constitution Avenue NW, Suite 700, Washington, DC 20001-2133. Faculty members and full-time students may qualify for a 50% discount. If you have questions about the content of Investment Bulletins, contact Michele Alexander, 202-624-2461.

Investment Bulletin Order Form
BULLETINS One
Issue
One Year
(4 Issues)
Starting
Qtr-MO/Yr
Commercial Mortgage Commitments (CMC-Q) ($600 for Q4)
Commercial Mortgage Commitments (CMC-MF)  --
Mortgage Loan Portfolio Profile (MLPP-Q)
Mortgage Loan Portfolio Profile (MLPP-MF)  --
Bond Quality (BQ)
Invested Assets Portfolio Profile (IAPP)  --
Private Placements (PP)
CMC + MLPP Bulletin Package  --
Bulletin Combo Packages
CMC + MLPP Bulletins  --
CMC-MF + MLPP-MF Bulletins  --
All 5 Bulletins (CMC-Q, MLPP-Q, BQ, PP, IAPP)  --
BULLETINS TOTAL $0
DATABASES One
Issue
One Year
(4 Issues)
Starting
Q/Yr
CMC Historical Database  --   --
CMC Historical Database Update
MLPP Historical Database  --   --
MLPP Historical Database Update
Private Placements  --   --
Private Placements Updates
Database Combo Packages
CMC + MLPP Historical Databases  --   --
CMC + MLPP Historical Databases Update
DATABASES TOTAL $0

Note: Affiliate members, university faculty, and full-time students may qualify for a discount. For further information, please contact Khari Cook at KhariCook@acli.com or 202-624-2133. n/a: not applicable. Taxes may be applicable.

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