Research & Reports

In November, variable insurance fund filing activity with the SEC was pretty vigorous, and we identified 13 new registrations, notable among them some funds-of-funds (F-of-Fs) and several portfolios with a global or emerging markets focus....

After conducting our usual compilation and review of variable fund-related filings, for October we identified 12 new registrations, most of them funds-of-funds (F-of-Fs), and in this report we’ll review them and also comment on interesting...

Ever since we started publishing our weekly commentaries we’ve been noting how the variable insurance business has steadily been offering more sophisticated underlying investments, and in September there were a few developments related to this...

For the month August, we conducted our regular “rummage” through SEC filings related to variable insurance funds and found a large and diverse group of documents, many of them centering on mergers and consolidations, sub-advisory...

Just as was the case last year, this July there weren’t many new variable funds registered – this time there were only three target maturity funds-of-funds (F-of-Fs) – but there were still plenty of adjustments...

It’s time once again to perform our regular task of identifying notable variable insurance fund filings from the previous month, and we must say that June had some interesting developments, including seven new registrations, a...

After reviewing variable fund filings from the month of May we found, as usual, interesting new registrations plus numerous changes and adjustments to fees and expenses, sub-advisors and other matters. Of particular note were some...

During April we didn’t identify a great many new variable fund registrations, rather most SEC filings over the month consisted of routine annual prospectus updates, many of which reiterated, or made official, changes or adjustments...

Maybe we’ve said this all too often, but a pervasive theme in variable funds of late has been that of asset allocation, and in March this held true again, as there were a number of...