Research & Reports
Reviewing Variable Insurance Fund Filings from January, 2016
We saw an interesting group of new variable fund registrations get registered with the SEC in January, including some that will manage volatility risks. In this report we’ll cover them as well as other interesting...
Notes on New Variable Annuity Contracts Filed Recently With the SEC
This report will cover a number of new variable annuity contracts registered last week, which to us provide evidence that the industry product pipeline is beginning to pick up…
Reviewing Variable Insurance Fund Filings from December, 2015
In December, we noticed a few new variable fund registrations – nearly all of them fixed income offerings – plus familiar themes from prior months. In particular, there were quite a few instances of money...
VA Product Update – Covering Filings From Late Last Year, Into 2016
In this report we’ll get caught up with variable annuity product filings from the past few months that we found interesting. In the batch we saw multiple instances where insurers sought to add rate sheet...
On 2015: A Time of Shifting Realities For the Variable Annuity Business
Each year we provide, with our last issue of December, a quick rundown of how the variable annuity business performed so far, from our perspective, and a few forward-looking thoughts for the New Year. While...
Reviewing Variable Insurance Fund Filings from November, 2015
During November we saw an interesting mix of filings related to variable insurance funds, including some new registrations. Among the many changes included modifications to the objectives of managed-volatility portfolios, and more conversions of money...
Reviewing Variable Insurance Fund Filings from October, 2015
During October we saw a number of new variable fund registrations, including a few that will feature volatility management. In this report we’ll discuss them, as well as other fund-related developments…
Variable Annuity Sales Were Down in Q3 for Leading Stock-Traded Insurers
We just completed our third quarter review of variable annuity business results of selected stock-traded insurers and found that for all of them, sales fell sequentially during that time period. Market volatility was the most-often...
Reviewing Variable Insurance Fund Filings from September, 2015
Last month we saw no registrations of new variable insurance funds, which is not out of the ordinary for the time of year. During the month there were plenty of changes and tweaks – among...
