INSURANCE CAPITAL FOR ASSET MANAGERS - COMPANION FILES
julianrsterling.com/insurers

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Revised 24 September 2026.

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WHAT IS IN THE ARCHIVE

1. The book's six workbooks, corrected
   Capital_Charges.xlsx      Chapters 4 to 7, 12, 21, 24 and Appendix A
   Mandate_Model.xlsx        Chapters 11 to 13 and 24
   Aggregation.xlsx          Chapter 9 and Appendix A
   Marginal_Capital.xlsx     Chapter 14
   Managers_Levers.xlsx      Chapters 8, 10, 15 to 18
   Your_Fund.xlsx            an empty skeleton, with two worked examples
   00_START_HERE.md          what changed is at the end
   Each workbook closes on a Controls sheet that ends ALL OK.

2. Blank_Model_Set/  (new)
   Five of the workbooks with every input emptied, for your own fund and
   your own prospect. Your_Fund already arrives empty. The regulation stays:
   the Article 176 table, Annex IV, the shocks. Each Controls sheet counts
   what is still missing and tests what holds for any inputs. The book's
   inputs are in book_inputs.txt: type them back in and its figures return.

3. Working_Documents.pdf  (new)
   Thirteen printable pages: the capital charge asset by asset, the tables
   on one page, the look-through pack field by field, what look-through is
   worth, what the buyer is already long, the ranking the committee uses,
   long-term equity, the matching adjustment, the infrastructure evidence
   pack, the lever register, the due diligence list decoded, the questions
   before the pitch, and the pre-meeting check. A4, fits Letter.

4. Forty_Questions.xlsx  (new)
   Forty questions across the book, marked by the file as you type.

5. Cases/  (new)
   Case_1_The_Residue_Priced.xlsx            Chapter 10
   Case_2_The_Levered_Property_Fund.xlsx     Chapters 7 and 19
   Case_3_The_Dollar_Share_Class.xlsx        Chapters 7, 19 and 23
   Each case: the note on the first sheet, the model after it, checks at the end.

The files open in Excel, LibreOffice Calc, Google Sheets and Numbers. No macros.
