Research & Reports
Reviewing Variable Insurance Fund Filings from October, 2009
During the month of October there was the usual moderate stream of variable insurance fund filings, and within them one could see evidence of key priorities for the industry, one of the most obvious being...
Reviewing Variable Insurance Fund Filings from September, 2009
During September the rate of variable insurance fund filings with the SEC slowed down a bit – as is the tendency each year – and accordingly there were relatively few new registrations. We think activity...
Reviewing Variable Insurance Fund Filings from August, 2009
During August we identified a number of new variable insurance portfolios filed with the SEC, most of them funds of funds (F-of-Fs), however the most frequent activity – as has been the case in recent...
Reviewing Variable Insurance Fund Filings from June, 2009
In this report we’ll offer our monthly notes and comments on variable insurance fund filings, and we’d describe June as having been not very active in terms of new registrations, but there were numerous mergers,...
Reviewing Variable Insurance Fund Filings from April and May, 2009
It’s been rather busy around the industry in terms of tweaks to contracts and features, and by all accounts such activity is going to continue well into the summer. However we do need to stay...
Reviewing Variable Insurance Fund Filings from March, 2009
During March, there were fewer SEC documents that came through related to variable insurance portfolios compared to the month earlier – which was very busy – so perhaps that was to be expected. Quite a...
Reviewing Variable Insurance Fund Filings from February, 2009
We’ve said this in past reports often enough, that February is always the most active time of year for filings of variable insurance funds, as insurers and asset managers take the month to get the...
Reviewing Variable Insurance Fund Filings from January, 2009
Since February is drawing to a close, we need to provide you with our regular run-down of filings of variable insurance portfolios from the prior month, and we’ll start off by saying during January we...
Reviewing Variable Insurance Fund Filings from December, 2008
Surely the dominant theme in the business today is the effect turbulent markets are having on variable annuity benefit guarantees and in turn on investment platforms, which insurers have been modifying in greater frequency of...
