Capital & Risk Analytics (CARA®) Platform

Integrated suite of investment strategy and risk analytic tools tailored for insurance companies.

Technology crafted to support the core elements of capital management and investment decision-making.

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What is the CARA® Platform?

The CARA® platform is our proprietary suite of capital and risk management applications built to meet the unique asset management needs of insurance companies. Used by both our internal teams and clients, the CARA® platform is used to design, implement, manage, and monitor the key components of a capital management and investment strategy.

By providing timely access to detailed portfolio information, the platform helps clients stay informed. The CARA® platform pairs sophisticated analytics with the judgment of seasoned investment professionals, reinforcing NEAM’s client service driven approach to investment strategy.

Leverage the Benefits Important to You

Designed specifically for insurance companies, the CARA® platform is comprehensive and includes a wide range of applications that are available either directly or through your client team.

  • Fixed Income Risk Analytics
  • Enterprise Based Asset Allocation™, Simulation and Stress Testing
  • Tail Risk Management
  • Risk Analysis and Profiling, Scenario Analysis
  • Performance and Attribution
  • Surveillance and Monitoring Reports
  • Transaction Analysis
  • Portfolio Optimisation Analysis
  • Rating Agency Reporting Support
  • Impairment/OTTI Analysis
  • Cash Flow and Investment Income Forecasting
  • Investment Guidelines Compliance Monitoring
  • Sustainable Investment and ESG Analytics

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What Investment Accounting & Reporting Means at NEAM
What Investment Accounting & Reporting Means at NEAM

What Investment Accounting & Reporting Means at NEAM

NEAM combines dedicated service and insurance-specific insights to deliver investment accounting and reporting designed to fit seamlessly into how insurers operate. Each investment accounting client works with a dedicated Investment Accountant who helps with account-specific and industry-related questions. Our investment accounting team members work with you to make sure your specific requirements are met while playing an active role in the overall client service team.

Our investment accounting services are supported by an integrated platform that connects accounting, reporting, and data systems to help streamline workflows and provide portfolio data that is consistent, validated, and ready for financial and regulatory use.

Our Investment Accounting Services

  • Investment accounting services for multiple asset classes, including fixed assets, equities, bank loans, structured securities, partnerships, private equity, and funds.
  • Investment accounting and reporting services for managed and unmanaged portfolios.
  • Full capabilities to account for foreign currencies, producing reports in the group currency with the ability to translate your reports into various currencies using published or your preferred FX rates.

Access to Data How and When You Need It

We fully reconcile holdings and transactions to trial balances to confirm reports agree to your general ledger prior to sending them to you, allowing you more time for analysis. Pricing for managed assets is obtained from third-party sources, then subject to a rigorous review, resulting in a validated and transparently valued portfolio. At NEAM we don’t just deliver investment accounting data; we structure it, make sure it connects into your systems, and format it so you can use it in reporting and decision -making.

  • Monthly, quarterly, and annual investment accounting report packages on a STAT, GAAP, IFRS and Lloyd’s basis
  • Assistance with statutory reporting, including Schedule D & Securities Valuations Office (SVO) filings
  • Interest Maintenance Reserve/Asset Valuation Reserve reports for Life/Health insurers
  • Impairment/OTTI Analysis
  • Rating Agency Reporting Support
  • Custodial Bank Interface Capabilities and Reconciliation
  • Performance Measurement & Reporting
  • Ad hoc regulatory data calls
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Part of a Connected Whole

Asset management serves as the anchor of NEAM's consolidated investment solution. Our insurance-focused investment capabilities are integrated with enterprise capital strategy, risk analytics, and investment accounting and reporting to reflect how insurers operate in practice. This interconnected approach supports informed decision-making across the organisation, extending beyond the investment portfolio alone.

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Enterprise Capital Strategy Services

NEAM’s Enterprise Capital Strategy Services help insurers identify potential investment opportunities by evaluating key drivers of return and risk. By taking a combined view of assets, liabilities, and capital, we offer a balanced perspective that aligns investment decisions with insurers’ broader operating objectives. This holistic approach helps insurance executives plan for the future.

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Request a Demo of NEAM’s CARA® Platform

Interested in seeing the CARA® platform in action? Request a short walkthrough with one of our team members.

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Insights from Our Team

NEAM's investment professionals regularly publish insights on topics relevant to insurance investment leaders including market conditions, regulatory developments, capital management strategy and more.

Trade Winds November 2026

Trade Winds: November 2026

October Overview As expected, the Fed decided to maintain the target range for the federal funds rate at 3.75% to 4% at its October 28 meeting. There were two dissents in favor of ...
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Lloyd's Market October 2026

Market Watch: 3Q 2026

3Q 2026 UK Economy Overview Growth had been expected to slow following a stronger-than-expected start to the year, with GDP expanding by 0.6% QoQ in the first quarter. However, des...
Market Watch: 3Q 2026 Read More
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Ready to Learn More?

Interested in discussing your portfolio or navigating today’s insurance investment challenges? We’d like to learn more about what makes your insurance company different.

Let's start with a conversation.

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