Research & Reports

We’ve arrived at the point in the year when the rate of SEC filings related to variable insurance funds increases as insurers touch up their investment platforms for the prospectus update season. In this report,...

With the publication of this report we’ll conclude our regular monthly coverage of variable insurance fund filings from 2011. We thought December was quite an active month: there was a nice batch of new registrations,...

In this report we’ll provide our usual highlights of recent variable fund filings, and comment on the announcement today from Sun Life Financial that it will discontinue sales of variable annuities in the U.S. To...

The month of October was an active one in terms of variable insurance fund filings with the SEC, and we strongly suspect that a number of the changes were connected with product initiatives insurers have...

Last month we saw a nice batch of new variable insurance funds registered with the SEC, quite a few of them containing risk-levered components that we think were designed to be used in connection with...

As is our habit, we sifted through SEC filings related to variable insurance funds, and in August found numerous changes and adjustments to investment platforms, in particular there were plenty of mergers and liquidations, either...

We were somewhat surprised to uncover a fairly large batch of new variable insurance portfolios registered during July – because it’s not something we normally see during the summer. In this commentary we’ll touch on...

In this, our regular commentary about variable insurance funds from the prior month, we’ll start off by saying this June we saw a familiar pattern for the time of year, namely that there were not...

We thought the month of May was rather active in terms of SEC filings related to variable insurance underlying funds. There was an interesting mix of movement: sub-account platforms were streamlined, new management fee arrangements...