Research & Reports

This spreadsheet updates our coverage of variable Environmental, Social and Governance (ESG) portfolios through the third quarter of last year; at quarter’s end we counted 28 portfolios in operation, which held almost $6.45 billion in...

Third quarter earnings season for stock-traded insurers has gotten underway and we are confident that on their conference calls insurers will be discussing how rising interest rates have provided a big boost to sales of...

This spreadsheet updates our coverage of variable Environmental, Social and Governance (ESG) portfolios through the second quarter; at quarter’s end we counted 27 portfolios in operation, which held $6.3 billion in assets…

While fewer variable fund filings tend to come through in late summer and early fall compared to other months of the year, this September was pretty active, in our view. In this report we’ll offer...

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....

To follow up on our last commentary, just like their brethren are doing on the variable annuity side with their benefit rate sheets, fixed-indexed annuity (FIA) carriers are taking advantage of rising interest rates to...

This spreadsheet updates our coverage of variable Environmental, Social and Governance (ESG) portfolios through the first quarter of this year; during the quarter one new portfolio commenced operations while three existing ones were converted to...

In May we saw an increase in variable portfolio registrations, quite a few of them of defined outcome portfolios, which in our view are gaining favor because they have downside protection features similar to registered...

This spreadsheet contains data on variable Environmental, Social and Governance (ESG) portfolios; at the end of 2021 we counted 18 portfolios in operation, which held $6.6 billion in assets…