Research & Reports

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...

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...

We saw a number of interesting variable fund registrations last month – including a new series of defined outcome portfolios – along with a healthy amount of changes made to insurers’ investment platforms. We’ll discuss...

In June we were surprised to see a bumper crop of variable fund registrations, nearly all of them defined outcome portfolios, which have protective features found on registered index-linked annuities (RILAs). This yet more evidence...

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...