Reshaping the Rules: Understanding the NAICs Proposed Investment Framework Overhaul

On June 6th, the NAIC proposed a sweeping redesign of insurance investment regulation the most significant shift in over 30 years. Aimed at addressing the rise of private, structured, and complex assets in insurer portfolios, the changes could have broad implications for risk-based capital (RBC) requirements and the use of credit rating providers (CRPs).
Highlights include a reorganization of the Valuation of Securities (E) Task Force and the formation of the new Investment Analysis (E) Working Group and Credit Rating Provider (E) Working Group. Though still under review, these reforms could reshape insurer strategies and compliance expectations.

Join S&P Global and Lawrence Hamilton, Partner at Mayer Brown, for an in-depth walkthrough of the proposed changes, including restructured task forces, the evolving role of CRPs, and anticipated market impacts. A live Q&A will follow the session.

Thursday, July 17, 2025
10:00 a.m. – 10:45 a.m. EDT
9:00 a.m. – 9:45 a.m. CDT