Research & Reports

After a huge pickup in variable fund registrations during the prior month, in July, filing activity slowed to more normal seasonal levels. The few new offerings were in asset classes and investment styles that are...

This report contains our regular coverage of noteworthy variable insurance fund filings from the prior month, a period where we saw an uptick in new registrations, which, not surprisingly, were of in-favor fund categories and...

For most of the public insurers we regularly track, annuity gross sales improved in the first quarter, building on momentum the industry generated over the latter part of 2020. Net flows for several carriers were...

As we do each quarter, we reviewed business results of stock-traded insurers we watch regularly and discovered that for most of them, annuity sales improved slightly compared to the prior quarter, but were still lower...

During October we saw a number of new variable fund registrations and not surprisingly, most of them will invest in fixed income – an asset class that has managed to generate positive flows in recent...

This report contains our customary review of second quarter annuity results for selected stock-traded insurers. With few exceptions the news was bad, as most companies – especially those who specialize in fixed-index annuities (FIAs) –...

We admit we are a little late in providing our coverage of variable managed-volatility portfolios for the first quarter – and we are sorry for the delay. This commentary will contain highlights from the data...

First quarter variable annuity sales for most stock-traded insurers we track regularly improved compared to the prior year, once again due to lower interest rates making the product look better than fixed and indexed annuities....

Late yesterday we concluded our review of results of selected stock-traded insurers and our main takeaway is that some of them experienced growth in their variable annuity businesses in the second quarter, although we are...