Research & Reports

In June we saw a considerable amount of sub-advisory replacement activity, as well as various other changes occurring within variable portfolios, which we endeavored to capture to the best of our ability in this report....

In April we saw just a few new variable portfolio registrations and a rather mild degree of filings overall. Most filings in the month were related to changes to investment platforms…

Last month we saw the continuation of two trends in the variable insurance funds that are gaining in momentum: the introduction of new defined outcome portfolios and the reworking of existing portfolios to incorporate environmental,...

January is now behind us, and we are already seeing intriguing new annuities getting filed with the SEC, suggesting to us that 2022 will be very active in terms of product development. Trends we saw...

In December we saw the continuation of a trend in variable funds that has been picking up steam – the emergence of Environmental, Social, and Corporate Governance (ESG) investing – because during the month there...

Last month we did not identify any new variable fund registrations, but we did see more of a growing pattern we noted in our last fund report: the addition of Environmental, Social, and Corporate Governance...

This report will be an overview of recent variable annuity product development activity that we have not covered yet in these pages. Even though the year is winding down, the industry is still coming up...

Lately we’ve been reporting on how Environmental, Social, and Corporate Governance (ESG) investing is steadily becoming more prevalent in our industry, and last month that trend continued, as we saw another new ESG portfolio and...

Last month we saw further evidence that Environmental, Social, and Corporate Governance (ESG) portfolios are migrating into the variable fund space, as a new one was filed with the SEC, and several existing portfolios modified...