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Latest Reports

An Update on Variable Defined Outcome Portfolios Through 1Q25

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This first quarter, assets under management in variable defined outcome portfolios increased modestly; other than that, there were relatively few developments. In this report we will get caught up with our coverage of these portfolios…

Our Customary Thoughts – on LIMRA’s 1Q25 Sales Figures

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Last week, LIMRA issued final first quarter sales data and in this commentary we will give our thoughts on those numbers, focusing mainly on deferred annuities…

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Reviewing Variable Insurance Fund Filings from May, 2025

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In May, the rate of variable fund filing activity was rather moderate, which is to be expected given the season, and the fact that most new offerings for the year have already been registered and...

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Newest Research

Update: Variable Defined Outcome Portfolios

This spreadsheet contains data on variable defined outcome portfolios through the first quarter of 2025. At quarter’s end we counted 23 portfolios in operation which held nearly $528 million in assets…

Notable VA and Benefit Rate Sheet Changes in 2025

This spreadsheet commences our coverage of VA product change activity this year and has two sections: one with contractual VA product changes, the other a rate sheet tracker, mostly covering changes to guaranteed lifetime withdrawal...

Update: Variable ESG Portfolios

This spreadsheet is our final 2024 update to our coverage of variable Environmental, Social and Governance (ESG) portfolios; at the close of the fourth quarter we counted 27 portfolios in operation, which held $8.1 billion...

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