Research & Reports

Earlier this month, MetLife filed to offer owners of vintage guaranteed minimum income benefits (GMIBs) an incentive to trade them in for a fixed annuity, a risk reduction move the likes of which we have...

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 November we saw just one new variable fund registration, while the rest of the filing activity that month was moderate and concentrated largely on manager replacements and investment platform consolidation. In this report we...

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...

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....

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...

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…