Research & Reports

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...

The volume of variable insurance fund filings with the SEC during the month of April was fairly slow as compared with other months of the year. We didn’t see any new registrations and we figure...

During March we noticed but a moderate stream of variable insurance fund filings with the SEC, typical for the time of year, as much activity involved platform tweaks and modifications of one form or another....

With this report we are getting caught up with variable insurance fund developments from the first two months of this year, and during that time we saw the continuation of an emerging trend: that of...

Two trends we saw last year in variable product investment options were the introduction of portfolios that had some sort of risk sensitive component to them, along with the trimming of platforms to pare down...

During November, the rate of variable fund filings is usually rather slow, and the same pattern held true this year. We noticed no new registrations during the month. Insurers appeared to be tidying up their...

In recent years we have tended to see a modest number of variable insurance fund filings during the month of October, and the same pattern held true this time around. There were a few interesting...

It’s time again for us to conduct our monthly review of variable insurance fund filings. We thought the industry was pretty active during September, with insurers making quite a few modifications to their investment platforms…

It’s once again time for us to provide our monthly update on filings of variable insurance funds, and our first observation is that in August there were few new registrations, but we’re used to seeing...