SVO Products
All of the below publications are available as electronic files to purchase and download, click here to get started!
*Excluding VOS and AVS.
The primary publication of the SVO is the Valuations of Securities, which lists portfolio values for all insurers. The full analytical valuation cycle is completed by December 31. In addition, each security in the database is reviewed and valued as it is acquired and reported by an insurer.
How to Comply: SVO Filing Procedures Manual
This manual answers common questions about procedures for insurers to follow when filing securities with the Securities Valuation Office. This manual should be read in conjunction with the Purposes and Procedures Manual of the NAIC Securities Valuation Office. Copyright 2003.
| SVO-ZH |
How to Comply: SVO Filing Procedures Manual |
$100.00 |
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Companion Products
The following companion products provide additional information on the same or similar subject matter. Many customers who purchase the How to Comply Manual: The Securities Valuation Office Filing Procedures also purchase one or more of the following products.
Mutual Fund List and Bank List
These mutual funds and bond mutuals meet conditions in the Purposes and Procedures Manual of the NAIC, qualifying them for more favorable reserve treatment. The Bank List meets credit standards specified for a variety of NAIC-approved purposes. Updated monthly.
| MMF-ZS |
Mutual Fund List and Bank List |
$100.00* |
$110.00** |
Companion Products
The following companion products provide additional information on the same or similar subject matter. Many customers who purchase the Mutual Fund List and Bank List also purchase one or more of the following products.
Purposes and Procedures Manual of the NAIC Securities Valuation Office
This publication is the primary source for insurers to comply with the NAIC's reporting requirements. Contains the NAIC's credit assessment methodologies and valuation policies, and takes precedence over other SVO publications covering a number of categories. Subscription includes periodic e-mail alerts directly from the NAIC Securities Valuation Office. Updated biannually.
| SVO-PP |
Purposes and Procedures Manual (electronic)
View Table of Contents |
$100.00 |
|
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Purposes and Procedures Manual (hardcopy) |
$125.00* |
$140.00** |
Companion Products
The following companion products provide additional information on the same or similar subject matter. Many customers who purchase the Purposes and Procedures (P&P) Manual also purchase one or more of the following products.
SVO Research Newsletter
This newsletter provides financial market reviews, credit market trends, overviews of noteworthy securities transactions and analysis of new investment vehicles from the experienced team of seasoned analysts at the SVO. It includes default trends, market data trends and recent rating agency actions for insurance companies. Electronic only.
| MRN-SV |
SVO Research Newsletter - Individual Issue |
$25.00 |
|
Companion Products
The following companion products provide additional information on the same or similar subject matter. Many customers who purchase the SVO Research Newsletter also purchase one or more of the following products.
Valuation of Securities on CD-ROM
This publication lists more than 250,000 securities held by insurance companies with valuations to be used in those companies' annual statement. It contains listings of government and municipal bonds, plus corporate bonds and stocks. To ensure that this publication is received in a timely manner, it will be shipped via UPS overnight. The cost of shipping is included in the price listed. Updated quarterly with year-end addendum.
| VOS-ZK |
Non-AVS Subscribers |
$1675* |
$1845** |
| |
AVS Subscribers |
$675* |
$745** |
Companion Products
The following companion products provide additional information on the same or similar subject matter. Many customers who purchase the Valuation of Securities (VOS) also purchase one or more of the following products.
Automated Valuation Service
The Automated Valuation Service (AVS) is the fastest and most efficient way to obtain NAIC designation and pricing information about the securities in your portfolio. Drawing on the NAIC's Valuation of Securities (VOS) database, AVS is a Web-based application that also provides quarterly and year-end reports, and allows you to add or delete securities from your portfolio at any time. Unlimited access to NAIC Help Desk support is provided at no extra charge. For more information, please contact AVS Customer Service at 816.783.8300.
AVS Subscriber Access Options:
Full Access
Provides the ability to maintain an interactive portfolio of all the securities you hold and allows you to view the VOS database.
Inquiry Access
Allows you to view valuation information on individual securities listed with the SVO via the online system.
Batch Access
Enables you to periodically update your portfolio and receive valuations in a timely manner without being online.
* Domestic Price ** International Price
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