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Latest Reports

Notes on 1Q26 Results of Selected Stock-Traded Annuity Insurers

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First quarter annuity sales for publicly traded insurers we track regularly reflected industry trends, because for most of them, volume was up on a year-over-year basis, but down sequentially…

Reviewing Variable Insurance Fund Filings from April, 2026

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Variable fund filing activity in April consisted mainly of managerial changes, adjustments to investment guidelines and diversification status, mergers and liquidations. Once again, we saw instances of defined outcome portfolios being closed for good…

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Our Notes – from the Traditional VA and RILA Filing Pipeline

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In our view, the filing pipeline has not been terribly active of late, but we think we’re overdue for an update since this is the time of year when insurers debut new products and make...

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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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