Research & Reports
On Rate Sheets – Rising Rates Help Insurers Enhance Their Benefits
Now that the second quarter is nearly over, we figured it would be a good time to get caught up with trends in variable annuity guaranteed living benefit (GLB) rate sheets, especially since insurers have...
Update: Variable Defined Outcome Portfolios
This spreadsheet updates our coverage of variable defined outcome portfolios through the first quarter of this year; during the quarter the number of portfolios in our coverage and their assets increased greatly due to 26...
Update: Variable ESG Portfolios
This spreadsheet updates our coverage of variable Environmental, Social and Governance (ESG) portfolios through the first quarter of this year; during the quarter one new portfolio commenced operations while three existing ones were converted to...
Reviewing Variable Insurance Fund Filings from May, 2022
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...
Initial Coverage: Summaries of New VA Contracts Registered With the SEC in 2022
This table contains summaries of 10 new variable annuity contracts registered with the SEC so far this year…
Covering Filings of New VA Contracts and Living Benefit Riders
Now that the year is nearly half over, we thought it would be a great time to get caught up with new variable annuities and guaranteed living benefits (GLBs) that have been registered with the...
Initial Coverage: Variable ESG Portfolios
This spreadsheet contains data on variable Environmental, Social and Governance (ESG) portfolios; at the end of 2021 we counted 18 portfolios in operation, which held $6.6 billion in assets…
Shining a Spotlight – on The Growth of ESG Portfolios in the Market
Anyone who follows the financial markets knows that Environmental, Social and Governance (ESG) investing is one of the hottest topics out there; our objective in this report is to show how this theme has steadily...
Growth in Q1 Sales of Indexed Annuities Sustained the Industry
In this commentary we’ll share our thoughts on first quarter annuity business results of publicly traded insurers we track regularly. In our view most of these companies reflected the experience of the industry as a...