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Latest Reports

Reviewing Variable Insurance Fund Filings from March, 2026

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Variable fund filing activity in March was moderate in our view. As usual, in this report we will provide coverage of noteworthy developments during that month, which included the registration of a new variable insurance...

LIMRA Numbers are in: A Few Thoughts on 2025 Industry Sales

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LIMRA issued final 2025 annuity sales data not long ago, so in this report we’ll take the opportunity to weigh in on the numbers, in order identify prevailing trends and suggest how conditions might play...

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An Update on Variable Defined Outcome Portfolios Through 4Q25

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In this commentary we’ll take the opportunity to get caught up with variable defined outcome portfolios, which have been declining in number steadily. Our intention is to conclude our coverage of them since we expect...

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Newest Research

Update: Variable ESG Portfolios

This spreadsheet is an update to our coverage of variable Environmental, Social and Governance (ESG) portfolios with data through the fourth quarter of last year; at that time we counted 26 portfolios in operation, which...

Update: Variable Defined Outcome Portfolios

This spreadsheet contains data on variable defined outcome portfolios through the four quarter of 2025. At quarter’s end we counted 17 portfolios in operation which held $603.8 million in assets…

Update: Variable ESG Portfolios

This spreadsheet is an update to our coverage of variable Environmental, Social and Governance (ESG) portfolios with data through the third quarter of last year; at that time we counted 26 portfolios in operation, which...

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