Latest Reports
Reviewing Variable Insurance Fund Filings from September, 2026
The prevailing trends in variable fund filing activity this year continued last month, consisting mostly of mergers and reorganizations, reclassifications of existing portfolios to non-diversified status, and an assortment of tweaks to fees and expenses…
Newest Research
Summaries of New Registered Index-Linked Annuities (RILAs) filed in 2026
This table contains summaries of new registered index-linked annuities (RILAs) filed with the SEC in 2026. The table covers four registrations…
Summaries of RILA Dual Direction Strategies in 2026
This table contains summaries registered index-linked annuity (RILA) strategies we have determined to be based on the Dual Direction concept, which, under certain circumstances, can turn index losses into gains; this version contains two entries...
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...
