Research & Reports
Reviewing Variable Insurance Fund Filings from June, 2022
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....
Reviewing Variable Insurance Fund Filings from May, 2022
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...
Reviewing Variable Insurance Fund Filings from April, 2022
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…
Reviewing Variable Insurance Fund Filings from March, 2022
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…
Concluding Our Coverage of Managed-Volatility Portfolios for 2021
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…
Reviewing Variable Insurance Fund Filings from January, 2022
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…
Our Year-End Comments on How the Industry Performed In 2021
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...
Reviewing Variable Insurance Fund Filings from November, 2021
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...
Reviewing Variable Insurance Fund Filings from October, 2021
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...
