Research & Reports
Reviewing Variable Insurance Fund Filings from November, 2018
This commentary contains our customary review of variable fund-related filings from the prior month and a quarterly update on trends in variable managed-volatility portfolios with data through the third quarter…
Various Thoughts – on Variable Annuity Sales and Industry News
In our view as we enter the heart of the holiday season, things are looking up for the variable annuity business: sales are recovering and insurers are building out their product offerings again. In this...
Public Insurers’ 3Q18 Results Reflected a Recovering VA Industry
Based on our review of selected public insurers’ third quarter results, and recently-released data from industry research firms, we think the variable annuity business experienced positive uplift in the quarter, which we think will carry...
Reviewing Variable Insurance Fund Filings from October, 2018
In this commentary we’ll cover noteworthy variable fund filings from last month, a time when we saw multiple registrations of new funds of funds (F-of-Fs), some that will invest in underlying exchange-traded funds (ETFs), others...
An Outlook on 3Q18 Sales – and Notes on Recent Product Filings
As third quarter earnings season is well underway, in this commentary we’ll provide a few forward-looking thoughts on how the variable annuity industry may have performed during that time period – we’ll follow up with...
Reviewing Notable VA Industry Filings from the Month of October
In this report we’ll cover a batch of notable variable annuity product filings from this month which includes a benefit buyback offer, a contract exchange offer, new contract registrations, multiple fee changes and other adjustments…
Update: Variable Insurance Volatility-Managed Portfolios
This is an update to our spreadsheet of variable insurance volatility-managed portfolios for 2018 with assets through the second quarter. By our count, at the end of Q2 there were 203 such portfolios in operation,...
Reviewing Variable Insurance Fund Filings from September, 2018
In this commentary we’ll provide our usual review of fund-related filings from last month as well as an update on trends in variable managed-volatility portfolios through the first half of the year…
Digging into Some Noteworthy Variable Annuity Product Filings
In recent weeks we’ve been noticing some interesting variable annuity product filings come through – most of them involving changes to existing contracts and benefits – and in this report we’ll report on them…
