Research & Reports
Another Update – Covering a Wide Variety of Filings from April, 2019
In this report we’ll get caught up with noteworthy variable annuity filings from the month of April. During that time we saw a few new registrations, amendments to contracts currently in the pipeline, and plenty...
Reviewing Variable Insurance Fund Filings from March, 2019
In our view, variable insurance portfolio filing activity was slow during March, thus this commentary will be a brief one compared to past fund reports. During the month we didn’t identify any new registrations, but...
An Update on Managed-Volatility Portfolios With Data Through 4Q18
This report will conclude our tracking of variable insurance managed-volatility portfolios for 2018, referencing data we have gathered from trust annual reports. In addition to trends in fund assets and returns, we will discuss refinements...
Reviewing Variable Insurance Fund Filings from February, 2019
Historically February is when many new variable funds are filed in preparation for the May prospectus update season when such funds will be added to variable contracts. That pattern was very much in effect this...
Reviewing Variable Insurance Fund Filings from January, 2019
In our view, the month of January was a rather busy one in terms of variable insurance fund filings, highlights of which we’ll cover in this commentary. In addition to multiple new registrations we saw...
Reviewing Variable Insurance Fund Filings from December, 2018
This commentary contains our customary review of variable fund-related filings from the prior month. In December we saw a smattering of new registrations plus numerous investment platform changes, including sub-advisory replacements and proposed mergers….
Our Year-End Review of How the VA Industry Performed In 2018
If we were to characterize the year 2018 for the variable annuity business based on what we know thus far, we would call it a time of renewal, as sales started to recover, an improvement...
Reviewing Variable Insurance Fund Filings from November, 2018
This commentary contains our customary review of variable fund-related filings from the prior month and a quarterly update on trends in variable managed-volatility portfolios with data through the third quarter…
Reviewing Variable Insurance Fund Filings from October, 2018
In this commentary we’ll cover noteworthy variable fund filings from last month, a time when we saw multiple registrations of new funds of funds (F-of-Fs), some that will invest in underlying exchange-traded funds (ETFs), others...
