Research & Reports

In our view, June was a rather slow month in terms of variable fund filing activity: we saw no new registrations, but there were some interesting changes of various types, along with the usual run...

This commentary contains our coverage of noteworthy variable fund news from April, a time which was relatively slow in terms of filing activity, although there were a few significant developments…

As was the case the previous month, January activity on the variable fund front was rather brisk, as there were a number of new registrations, several in the bond category. There were also plenty of...

In November we saw just one new variable fund registration, while the rest of the filing activity that month was moderate and concentrated largely on manager replacements and investment platform consolidation. In this report we...

During the summer months, variable fund filing activity in usually light, and such was the case in August. That said, we did see an assortment of filings related to defined outcome portfolios…

In this commentary we will cover a variety of notable annuity filings from the fairly recent past, including some brand-new contract registrations and benefits as well as amendments to products in the pipeline…

In July, we saw a moderate degree of variable fund filing activity – including a pair of new defined outcome portfolio registrations – which we’ll cover in this report. We will also provide a brief...

This week we’ll get caught up with product filing and launch activity around the industry, as much has been going on. Given the very upbeat outlook for annuity sales over the near term – largely...

In June we saw a considerable amount of sub-advisory replacement activity, as well as various other changes occurring within variable portfolios, which we endeavored to capture to the best of our ability in this report....