Weekly Commentary
An Update on Variable Managed-Volatility Portfolios Through 2Q20
- Sep 19, 2020

This is our second quarter snapshot of developments in variable managed-volatility portfolios, in which we will cite data we compiled from trust semi-annual reports. As we usually do this time each year, we will have year-to-date return information for most portfolios in our coverage group...


Reviewing Variable Insurance Fund Filings from July and August, 2020
- Sep 09, 2020

This report will cover noteworthy variable insurance fund developments from the months of July and August. We usually see light filing activity during the summer, but this time around it was pretty lively, with multiple new fund registrations and no shortage of manager replacements and fee adjustments...


Earnings Review: Stock-Traded Insurers’ Annuity Sales Fell in 2Q20
- Aug 26, 2020

This report contains our customary review of second quarter annuity results for selected stock-traded insurers. With few exceptions the news was bad, as most companies – especially those who specialize in fixed-index annuities (FIAs) – reported sharp drops in sales...


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Featured Research
An Update on Variable Managed-Volatility Portfolios Through 2Q20
- Sep 19, 2020

This spreadsheet updates our coverage of variable insurance volatility-managed portfolios in 2020. By our count, at the end of the second quarter there were 204 such portfolios in operation, containing nearly $259 billion in assets...


Update: Summaries of New VA Contracts Filed With the SEC in 2020
- Jul 15, 2020

This table updates our coverage of new variable annuity contracts filed with the SEC in 2020 and contains summaries of 20 new products...


Update: Summaries of New VA Guaranteed Lifetime Withdrawal Benefits F...
- Jul 15, 2020

This table updates our coverage of new variable annuity Guaranteed Lifetime Withdrawal Benefits (GLWBs) filed with the SEC so far this year and contains summaries of six riders...


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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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