Research & Reports

Usually during February we see an increase in new variable portfolio registrations, in preparation for their additions to investment platforms during the May prospectus update season. This time around things were fairly slow compared to...

The month of January contained some interesting developments on the variable fund front, including a few new registrations, the planned merger of some VIT funds into those offered by an insurer, and several large-scale rebrandings…

In December we saw a few new portfolio registrations – even a new variable trust – which will no doubt launch sometime this year. There was also a fairly good number of managerial changes and...

This commentary contains our customary coverage of variable fund filings from the prior month; in it we will also get caught up with trends in Environmental, Social and Governance (ESG) portfolios, which have been growing...

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...

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...

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...