Research & Reports

In July we saw a few variable portfolio registrations come through, but as usual, most developments from filings were related to changes and modifications to investment platforms…

Like the prior quarter, stock-traded insurers who sell registered index-linked annuities (RILAs) reported strong results in Q2, while fixed annuities were another matter – a few experienced a sales boom, while others had severe decreases…

This spreadsheet updates our coverage of variable Environmental, Social and Governance (ESG) portfolios through the first quarter of 2024; at quarter end we counted 28 portfolios in operation, which held nearly $8.2 billion in assets…

In this report we’ll get caught up with variable Environmental, Social and Governance (ESG) portfolios, as we consider them a subset of the industry that bears watching. Their assets have been growing modestly in recent...

Last month, variable fund filing activity was rather slow but that is typical of the summer months. There were some new registrations but those were of funds that will be used in a reorganization…

In May, variable fund filing activity picked up nicely, with some interesting new registrations which we don’t expect to see this time of year. As usual there were various updates to existing offerings: managerial changes,...

April was a slow month for variable fund filings so in this report, in addition to our coverage of notable developments on that front, we will also touch briefly on new strategies recently introduced by...

In March we saw some new variable portfolio registrations, however most filing activity had to do with managerial changes and other alterations to existing offerings…

This spreadsheet updates our coverage of variable defined outcome portfolios through the fourth quarter of 2023; the number of portfolios declined compared to earlier in the year due to Milliman closing out its series. At...