Research & Reports
Another VA Filing Update – Mostly About RILAs and Rate Sheets
It wasn’t that long ago that we provided our readers with a digest of filings from the variable annuity product pipeline, however now we feel the need to provide another one as much as happened...
Reviewing Variable Insurance Fund Filings from February, 2023
It is usually the case that numerous new variable portfolios are registered in February – in order for them to be added to prospectuses during the May update period – and that pattern held true...
Notes on Recent VA Filings – Related to RILAs and Rate Sheets
It’s about time we provided our subscribers with an update on the variable annuity product pipeline: not surprisingly, most recent activity has involved registered index-linked annuities (RILAs) and guaranteed living benefit rate sheets and the...
Notes on 4Q22 Results of Selected Stock-Traded Annuity Insurers
In this report we will wrap up our coverage of 2022 annuity business results for stock-traded insurers we track, drawing, as we usually do, on quarterly financial statements and earnings calls. As we expected, those...
Update: Variable ESG Portfolios
This spreadsheet updates our coverage of variable Environmental, Social and Governance (ESG) portfolios through the third quarter of last year; at quarter’s end we counted 28 portfolios in operation, which held almost $6.45 billion in...
Reviewing Variable Insurance Fund Filings from January, 2023
As was the case the previous month, January activity on the variable fund front was rather brisk, as there were a number of new registrations, several in the bond category. There were also plenty of...
Covering Notable Variable Annuity Filings From Early 2023
Around this time last year, we provided our subscribers with a digest of variable annuity filings that came through up to that point, and we will do so again here, noting that some of the...
Update: Variable Defined Outcome Portfolios
This spreadsheet updates our coverage of variable defined outcome portfolios, and they continued to grow in number rapidly over the third quarter of 2022; during the quarter 19 new portfolios started reporting assets. At the...
An Update on Variable Defined Outcome Portfolios Through 3Q22
Due to their rapid growth in a relatively short period of time, it has been a challenge keeping up with developments in variable defined outcome portfolios, and in this report we will update our coverage...