Research & Reports

We have just posted an updated spreadsheet of variable insurance volatility-managed portfolios, with data through the second quarter of 2014. By our count there were 187 such portfolios in operation, containing $200.2 billion in assets…

This spreadsheet is our initial coverage of notable variable annuity product changes so far this year; we will provide periodic updates to this sheet in the future…

We have just posted an updated spreadsheet of variable insurance volatility-managed portfolios, with data through the first quarter of 2014. By our count there were 173 such portfolios in operation, containing $154.3 billion in assets…

This table contains capsule summaries of a fast-growing subset of the VA contract universe: Investment-Only Variable Annuities (IOVAs), both those that are currently for sale and ones that are in the pipeline…

This table commences our coverage of new variable annuity Guaranteed Lifetime Withdrawal Benefits (GLWBs) filed with the SEC so far this year…

This table commences our coverage of new variable annuity contracts filed with the SEC so far in 2014…

This spreadsheet updates our coverage of variable insurance volatility-managed portfolios, with data through the fourth quarter of 2013. We also made some slight improvements in the coverage. By our count there were 167 such portfolios...

This spreadsheet is our final update to our coverage of notable variable annuity product changes from 2013…

This table is our final update to our coverage of new variable annuity Guaranteed Lifetime Withdrawal Benefits (GLWBs) filed with the SEC in 2013…