Weekly Commentary
Another Update – on New Variable and Structured Annuity Filings
- Oct 09, 2019

Last month we saw a “bumper crop” of new registrations submitted to the SEC, a group that included multiple variable annuities and a new structured product. We’ll discuss them in this commentary...


An Update on Managed-Volatility Portfolios With Data Through 2Q19
- Sep 26, 2019

In this report we’ll get caught up with our coverage of variable insurance managed-volatility portfolios, as we have just finished compiling data through the first half of this year...


Reviewing Variable Insurance Fund Filings from August, 2019
- Sep 18, 2019

During the month of August, we didn’t see a great deal of variable fund filing activity. One new registration came through, but the most prevalent occurrences were changes to sub-advisors, portfolio fees and expenses...


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Featured Research
Update: Summaries of New VA Contracts Filed With the SEC in 2019
- Oct 09, 2019

This table updates our coverage of new variable annuity contracts filed with the SEC in 2019 and contains summaries of 26 new products...


Update: Variable Insurance Volatility-Managed Portfolios
- Sep 26, 2019

This spreadsheet contains our coverage of variable insurance volatility-managed portfolios for second quarter 2019. By our count, at the end of the quarter there were 210 such portfolios in operation, containing over $278 billion in assets...


Update: Summaries of New VA Contracts Filed With the SEC in 2019
- Aug 29, 2019

This table updates our coverage of new variable annuity contracts filed with the SEC in 2019 and contains summaries of 14 new products...


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From Steve's Blog
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...


Renewing One’s Labors
- Sep 07, 2018

I’m writing this post, the first on this blog in over a year, on a quiet afternoon at a café in my Astoria neighborhood where I like to have a coffee and think and write. The recent heat wave has let up, thankfully, and the place has a nice mix of local people, sipping and relaxing...


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