Research & Reports

It’s time again for us to conduct our monthly review of variable insurance fund filings. We thought the industry was pretty active during September, with insurers making quite a few modifications to their investment platforms…

This edition of the report is our regular commentary on variable insurance fund filings from the prior month, and during June the most frequent activity we saw involved change, whether through mergers, sub-advisory replacements, new...

Over the recent past we’ve described the variable annuity business as being in a period where fewer new product ideas are being launched than we’re used to for this time of year. Thus we weren’t...

After reviewing fourth quarter variable annuity results of stock-traded companies we regularly monitor, we found a familiar mixed result – a few insurers did well while most others saw deposits decline – reflecting how the...

We continue to see an interesting mix of variable annuity contracts and features coming out, some following the trend towards the simpler and cheaper, others more fully loaded. Regardless of this diversity, we firmly believe...

It’s become our custom to dedicate our last commentary each year to looking back at how the variable annuity business performed, to get the evaluation process started before fourth quarter data are released. Thus in...

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...

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...

It’s once again time for us to offer our quarterly commentary on variable annuity sales for the stock-traded insurers we regularly monitor, and to discuss relevant themes facing the industry. We’ll start off by saying...