Latest Reports
Reviewing Variable Insurance Fund Filings from April, 2026
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…
Thinking About Current Annuity Industry Sales Drivers
In our view, industry sales are mostly correlated with which product attributes are resonating with investors at any given time, given their current priorities, whether accumulation, protection, income, liquidity, wealth transfer – to name a...
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...
