Latest Reports
Regarding Competition in the Registered Index-Linked Annuity Space
This year we expect registered index-linked annuities (RILAs) to continue to grow their market share, however they will encounter stiffer competition from other product types thanks to rising interest rates; moreover, things are getting tight...
Newest Research
Initial Coverage: Summaries of New Registered Index-Linked Annuities (RILAs) filed in 2022
This table contains summaries of new registered index-linked annuities (RILAs) filed with the SEC in 2022. This table covers three contracts, not including instances where a product was refiled…
Initial Coverage: Variable Defined-Outcome Portfolios
This spreadsheet contains data on the first variable defined-outcome portfolios; at the end of 2021 we counted 13 portfolios in operation, which held $37 million in assets…
An Update on Variable Managed-Volatility Portfolios Through 4Q21
This spreadsheet concludes our coverage of variable insurance volatility-managed portfolios for 2021. By our count, as of December 31 there were 197 such portfolios in operation; assets grew slightly from the prior quarter to nearly...
