Research & Reports

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...

Variable insurance fund filing activity last month was moderate, in our view, but typical of the time of year, because new funds tend to be registered by February at the latest, in order to be...

Variable fund filing activity usually picks up in February, as new offerings are registered so that they can launch in time for the May prospectus season. This year we did see a few new arrivals,...

Now that spring is upon us, the worst of the COVID-19 crisis hopefully over, and the first quarter of the year is drawing to a close, we have started to get a handle on where...

This will be a longer-than-usual variable fund report as December was quite an active time, especially for insurer Jackson National, which filed numerous moves, including new fund registrations, sub-advisory changes and reorganizations which are scheduled...

This will be our customary year-end report, based on what we know from U.S. annuity industry data through the third quarter. It certainly goes without saying that 2020 was a trying one for us all,...

In November we saw several new variable fund registrations, most notable among them a series of defined outcome funds that mimic the attributes of registered index-linked annuities (RILAs) in that they will offer limited protection...

During October we saw a number of new variable fund registrations and not surprisingly, most of them will invest in fixed income – an asset class that has managed to generate positive flows in recent...

This report contains our customary look back at notable variable fund filings from the prior month, in which we saw a good deal of activity for the autumn, with two insurers registering new portfolios and,...