Research & Reports

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 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....

This spreadsheet updates our coverage of variable defined outcome portfolios through the first quarter of this year; during the quarter the number of portfolios in our coverage and their assets increased greatly due to 26...

This spreadsheet updates our coverage of variable Environmental, Social and Governance (ESG) portfolios through the first quarter of this year; during the quarter one new portfolio commenced operations while three existing ones were converted to...

In May we saw an increase in variable portfolio registrations, quite a few of them of defined outcome portfolios, which in our view are gaining favor because they have downside protection features similar to registered...

This spreadsheet contains data on variable Environmental, Social and Governance (ESG) portfolios; at the end of 2021 we counted 18 portfolios in operation, which held $6.6 billion in assets…

Anyone who follows the financial markets knows that Environmental, Social and Governance (ESG) investing is one of the hottest topics out there; our objective in this report is to show how this theme has steadily...