Research & Reports

Last month the pace of variable insurance fund filing activity picked up considerably, as several new registrations came through – including a brand-new trust – as well as numerous changes, mergers, liquidations and managerial replacements…

Usually in September variable fund filing activity is relatively moderate, but this time it picked up, as we saw an assortment of moves: a new registration, the planned replacement of a large number of funds...

In August we identified no new variable portfolio registrations, as is usual for the summertime, but we did see a good amount of filing activity related to new share classes, sub-advisory adjustments and defined outcome...

In this, our quarterly review of annuity business results for stock-traded insurers we monitor, we have much to discuss. The second quarter was marked by increased sales – mostly on the fixed side – but...

Similar to the prior month, in July we saw no new variable portfolio registrations, but that is typical of the summertime, when filing activity is slower. In this report we will cover developments we found...

Lately it seems that each week we see product filings and related developments we need to weigh in on, and we would attribute that to the kind of competitive conditions we are in, due to...

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 spreadsheet contains our coverage of variable defined outcome portfolios for the first quarter of 2023; during the quarter seven portfolios began reporting assets. At quarter’s end we counted 116 portfolios in operation which held...

In this report we’ll get caught up with two types of variable portfolios: those that are “defined outcome” in nature – in that they protect investors against a portion of investment losses – and those...