Research & Reports
Notable VA and Benefit Rate Sheet Changes in 2024
This spreadsheet commences our coverage of VA product change activity this year and has two sections: one with contractual VA product changes, the other a rate sheet tracker, mostly covering changes to guaranteed lifetime withdrawal...
Update: Variable Defined Outcome Portfolios
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...
Update: Variable ESG Portfolios
This spreadsheet contains our coverage of variable Environmental, Social and Governance (ESG) portfolios through the fourth quarter of 2023; at quarter end we counted 28 portfolios in operation, which held nearly $7.6 billion in assets…
Update: Summaries of New Registered Index-Linked Annuities (RILAs) filed in 2023
This table contains summaries of new registered index-linked annuities (RILAs) filed with the SEC in 2023. The table covers eight contracts…
Update: Notable VA and Benefit Rate Sheet Changes in 2023
This is the final 2023 update to our spreadsheet containing two sections: one with contractual VA product changes, the other a rate sheet tracker, mostly covering changes to guaranteed lifetime withdrawal benefits (GLWBs)…
Update: Variable Defined Outcome Portfolios
This spreadsheet updates our coverage of variable defined outcome portfolios through the third quarter of 2023; the number of portfolios declined compared to earlier in the year due to multiple closures by Milliman. At quarter’s...
Update: Variable ESG Portfolios
This spreadsheet contains our coverage of variable Environmental, Social and Governance (ESG) portfolios through the third quarter of 2023; at quarter end we counted 28 portfolios in operation, which held $7 billion in assets…
Update: Variable ESG Portfolios
This spreadsheet contains our coverage of variable Environmental, Social and Governance (ESG) portfolios for the first quarter of 2023; at quarter end we counted 28 portfolios in operation, which held $7 billion in assets…
Update: Variable Defined Outcome Portfolios
This spreadsheet contains our coverage of variable defined outcome portfolios for the first quarter of 2023; during the quarter seven portfolios began reporting assets. At quarter’s end we counted 116 portfolios in operation which held...