Research & Reports
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…
Update: New Guaranteed Lifetime Withdrawal Benefits Filed with the SEC in 2018
This table updates our coverage of new variable annuity Guaranteed Lifetime Withdrawal Benefits (GLWBs) filed with the SEC so far this year and contains summaries of nine riders…
Reflecting on Ohio National’s Decision to Depart the Annuity Business
It’s been a few weeks since Ohio National announced it will be exiting the industry, even so we thought we should offer up a little historical perspective and thoughts about what the departure might mean...
Reviewing Variable Insurance Fund Filings from August, 2018
August was another lively month for variable fund-related filings as there were a few new registrations, some new classes, and a host of interesting changes…