Research & Reports

In April we saw just a few new variable portfolio registrations and a rather mild degree of filings overall. Most filings in the month were related to changes to investment platforms…

In this report we’ll cover notable fund filings from last month – as we usually do – and provide notes on variable defined outcome portfolios, as the first one commenced operations last year…

This spreadsheet concludes our coverage of variable insurance volatility-managed portfolios for 2021. By our count, as of December 31 there were 197 such portfolios in operation; assets grew slightly from the prior quarter to nearly...

With this report we will wrap up our coverage of trends in variable managed-volatility portfolios for 2021, based on data we compiled from regulatory filings…

Last month we saw the continuation of two trends in the variable insurance funds that are gaining in momentum: the introduction of new defined outcome portfolios and the reworking of existing portfolios to incorporate environmental,...

In terms of variable fund filing activity, the New Year started on a strong note, as we saw some interesting new registrations, numerous managerial changes, and consolidations of insurers’ sub-account platforms in January…

In December we saw the continuation of a trend in variable funds that has been picking up steam – the emergence of Environmental, Social, and Corporate Governance (ESG) investing – because during the month there...

This spreadsheet updates our coverage of variable insurance volatility-managed portfolios for the third quarter of 2021. By our count, as of September 30 there were 197 such portfolios in operation, three fewer than the previous...

Last month we did not identify any new variable fund registrations, but we did see more of a growing pattern we noted in our last fund report: the addition of Environmental, Social, and Corporate Governance...