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You can submit RBC reports for a specific Entity or Client.
The RBC Detail report displays the RBC required contribution of assets based on the asset type and the asset's NAIC rating by applying factors to the book/adjusted carrying value of positions. The RBC Size Factor report displays the number of issuers and the weighted number of issuers for a portfolio. The RBC Asset Concentration report lists the risk based capital requirement for different asset classes of securities.
To set up RBC reporting, you must establish RBC factors prior to executing the RBC Detail and Size Factor reports, and define the client's weighted average portfolio beta.
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