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Latest Reports

Reviewing Variable Insurance Fund Filings from April, 2022


In April we saw just a few new variable portfolio registrations and a rather mild degree of filings overall. Most filings in the month were related to changes to investment platforms…

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...

Reviewing Variable Insurance Fund Filings from March, 2022


In this report we’ll cover notable fund filings from last month – as we usually do – and provide notes on variable defined outcome portfolios, as the first one commenced operations last year…

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...