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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…