Research & Reports

In this commentary we’ll return to our regular task of covering highlights of variable insurance fund filings from the past month, and in September we saw a wide variety of modifications made to platforms –...

This week we return to our monthly task of commenting on SEC filings related to variable insurance portfolios, and during August we noticed interesting new registrations and amendments that we believe have a direct connection...

It’s once again time for us to check in on variable insurance fund filings, a task we perform each month, and July was pretty active, as we identified 10 new registrations, with some unique offerings...

With this commentary we’re catching up again with our monthly reporting on variable insurance filings, in June we noticed more initial registrations than we were expecting, however we believe this activity reflects the fact that...

Normally we publish a report each month on variable insurance fund highlights but over the recent past, so much has been happening with variable annuity living benefits and contracts that we ended up foregoing that...

This commentary is our regular look back at notable SEC filings of variable insurance funds from the previous month. In March we did not see many new registrations, but there were numerous adjustments of different...

Each year, February is a month with a high volume of new insurance fund filings and the number of amendments and changes is also quite high. This year was no different as we had another...

Product creation in variable insurance funds these days is greatly influenced by the need for insurers to have their sub-accounts like up with the risk management programs backing up their living benefit guarantees, thus we’re...

We conducted our regular monitoring of variable fund-related filings to wrap up the last month of 2007 and found evidence of investment trends we’ve been seeing in the industry. New funds-of-funds (F-of-Fs) of different types...