Research & Reports

In this report we’ll cover notable fund filings from last month – as we usually do – and provide notes on variable defined outcome portfolios, as the first one commenced operations last year…

This spreadsheet concludes our coverage of variable insurance volatility-managed portfolios for 2021. By our count, as of December 31 there were 197 such portfolios in operation; assets grew slightly from the prior quarter to nearly...

With this report we will wrap up our coverage of trends in variable managed-volatility portfolios for 2021, based on data we compiled from regulatory filings…

In terms of variable fund filing activity, the New Year started on a strong note, as we saw some interesting new registrations, numerous managerial changes, and consolidations of insurers’ sub-account platforms in January…

Each year we devote our last commentary to a consideration of how the U.S. annuity business performed – mostly on the variable annuity side, as it still is our primary focus – however over time...

This spreadsheet updates our coverage of variable insurance volatility-managed portfolios for the third quarter of 2021. By our count, as of September 30 there were 197 such portfolios in operation, three fewer than the previous...

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...

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...

Activity along the variable annuity product pipeline has been steady of late, and we think this is a sign that insurers have some optimism for the coming months. We continue to see new and upgraded...