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Latest Reports

An Update on Variable Defined Outcome Portfolios Through 2Q24

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We are overdue in providing our subscribers with perspective on variable defined outcome portfolios, therefore in this report we will do so, citing data we have compiled from regulatory filings…

A Discussion of a Popular RILA Strategy: Dual Direction

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For a while we have been meaning to delve into a product feature we think has become a must-have for serious competitors in the registered index-linked annuity (RILA) space, namely Dual Direction, which has the...

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Reviewing Variable Insurance Fund Filings from September, 2024

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In September we saw an interesting mix of new variable portfolio registrations, a good deal of managerial replacements and other changes, some of which will take effect next year…

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Newest Research

Update: Variable Defined Outcome Portfolios

This spreadsheet updates our coverage of variable defined outcome portfolios through the second quarter of 2024. At quarter’s end we counted 23 portfolios in operation which held $423.5 million in assets…

Summaries of RILA Dual Direction Strategies in 2024

This table contains summaries of 12 registered index-lined annuity (RILA) strategies we have determined to be based on the Dual Direction concept, which, under certain circumstances, can turn index losses into gains…

Update: Variable ESG Portfolios

This spreadsheet updates our coverage of variable Environmental, Social and Governance (ESG) portfolios through the first quarter of 2024; at quarter end we counted 28 portfolios in operation, which held nearly $8.2 billion in assets…

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