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Update: Variable Defined Outcome Portfolios
This spreadsheet concludes our coverage of variable defined outcome portfolios for 2022; during the fourth quarter 23 portfolios began reporting assets. At quarter’s end we counted 109 portfolios in operation which held $263.6 million in...
Update: Variable ESG Portfolios
This spreadsheet concludes our coverage of variable Environmental, Social and Governance (ESG) portfolios for 2022; at year end we counted 28 portfolios in operation, which held nearly $6.8 billion in assets…
Initial Coverage: Notable VA Benefit Rate Sheet Changes in 2023
This spreadsheet commences our 2023 coverage of variable annuity rate sheet updates that involve noteworthy changes from the prior sheet as well as new benefit launches and closures; so far this year we have seen...