Research & Reports
Reviewing Variable Insurance Fund Filings from August, 2011
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...
Reviewing Variable Insurance Fund Filings from July, 2011
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...
Reviewing Variable Insurance Fund Filings from June, 2011
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...
Reviewing Variable Insurance Fund Filings from May, 2011
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...
Reviewing Variable Insurance Fund Filings from April, 2011
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...
Reviewing Variable Insurance Fund Filings from March, 2011
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....
Reviewing Variable Insurance Fund Filings from January-February, 2011
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...
Reviewing Variable Insurance Fund Filings from December, 2010
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...
Reviewing Variable Insurance Fund Filings from November, 2010
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...
