Weekly Commentary
An Update on Variable Managed-Volatility Portfolios Through 1Q20
- Jun 29, 2020

We admit we are a little late in providing our coverage of variable managed-volatility portfolios for the first quarter – and we are sorry for the delay. This commentary will contain highlights from the data we compiled and notes on happenings within this subset of the variable fund universe...

Catching Up Again – With VA Product and Rate Sheet Changes
- Jun 24, 2020

Although our country is still faced with very challenging times and the financial markets have been volatile, that does not mean that variable annuity product activity has come to a standstill. Not by any means – and we will provide some perspective in these pages...

Reviewing Variable Insurance Fund Filings from May, 2020
- Jun 19, 2020

In our view, the rate of variable insurance fund filing activity was slow in May but that was to be expected since new portfolios set to debut this year would have been registered well in advance of the prospectus update season. Most filings we will cover here involved adjustments to insurers’ investment pla...

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Featured Research
Update: Variable Insurance Volatility-Managed Portfolios
- Jun 29, 2020

This spreadsheet commences our coverage of variable insurance volatility-managed portfolios in 2020. By our count, at the end of the first quarter there were 208 such portfolios in operation, containing $244 billion in assets...

Update: Notable VA Product Changes in 2020
- Jun 24, 2020

This is a new version of our spreadsheet of noteworthy variable annuity product changes that have been filed so far in 2020; it contains 62 entries...

New Coverage: Notable VA Benefit Rate Sheet Changes in 2020
- Jun 24, 2020

This new spreadsheet contains a list of variable annuity rate sheet updates that involved noteworthy changes from the prior sheet; it contains 78 entries...

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From Steve's Blog
A Black Friday Special
- Nov 29, 2019

Earlier this week I planned on doing a Black Friday blog post, so here I am at my desk dashing it off, referring to notes I scribbled down in various places, such as my business journal...

School is in Session
- Sep 30, 2019

Fall is now upon us, the kids are at school and, in keeping with the time of year, workers in the financial services industry are back at their desks...

A Late Summer Interlude
- Aug 30, 2019

It was a very hot summer here in New York City, but now it’s cooling down nicely, autumn is on the way, and today I figured I’d take some time out to make a long-overdue blog post...

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