Research & Reports

This report is our last installment of our monthly coverage of notable variable insurance fund filings from 2019. In December we didn’t see many new fund registrations, but there was no shortage of changes and...

Just like the prior month, in June we saw a fairly substantial amount of variable insurance fund filing activity, including quite a few changes to investment platforms through mergers and liquidations…

This commentary contains our regular coverage of notable variable insurance fund filings from the prior month. In June we saw fairly brisk rate of activity, including a number of new registrations…

In this commentary we’ll cover notable variable insurance fund filings from the month of April, which was a somewhat slow period in our opinion…

This March we didn’t see a great deal of variable insurance fund filings with the SEC. Most of the activity revolved around manager changes and the trimming down of fund platforms through mergers and liquidations…

It’s been our habit to provide a regular review of noteworthy variable insurance fund filings each month, however during the holiday season there were other product happenings that got us a little behind in that...

As we get fully into 2013 we’re noticing that a few variable annuity insurers are getting right back into the swing of things, by touching up their product offerings and coming out with new designs…

In this report we’ll get caught up with variable insurance fund developments from July and August. During those months we detected an interesting mix of new registrations, fee and expense adjustments, reorganizations and manager changes…

As we usually do on each quarter, we compiled variable annuity sales results for 10 stock-traded insurers we watch on a regular basis, because performance of this group has proven to be a good early...