Research & Reports

During September the rate of variable insurance fund filings with the SEC slowed down a bit – as is the tendency each year – and accordingly there were relatively few new registrations. We think activity...

During August we identified a number of new variable insurance portfolios filed with the SEC, most of them funds of funds (F-of-Fs), however the most frequent activity – as has been the case in recent...

In this report we’ll offer our monthly notes and comments on variable insurance fund filings, and we’d describe June as having been not very active in terms of new registrations, but there were numerous mergers,...

It’s been rather busy around the industry in terms of tweaks to contracts and features, and by all accounts such activity is going to continue well into the summer. However we do need to stay...

During March, there were fewer SEC documents that came through related to variable insurance portfolios compared to the month earlier – which was very busy – so perhaps that was to be expected. Quite a...

We’ve said this in past reports often enough, that February is always the most active time of year for filings of variable insurance funds, as insurers and asset managers take the month to get the...

Since February is drawing to a close, we need to provide you with our regular run-down of filings of variable insurance portfolios from the prior month, and we’ll start off by saying during January we...

Surely the dominant theme in the business today is the effect turbulent markets are having on variable annuity benefit guarantees and in turn on investment platforms, which insurers have been modifying in greater frequency of...

Even though there are still plenty of rider reductions and pricing tweaks happening in the variable annuity business, this week we’ll take our usual break from tracking that activity to report on notable insurance fund...