Research & Reports

It’s become our custom with the last report of December to offer reflections on how the variable annuity business performed over the past year, and suggest issues to watch in the future. We admit that...

We have been noticing some rather interesting variable annuity product filings lately, which we think hint at strategic directions insurance companies will be taking, both now and into next year. The catch is that in...

In recent years we have tended to see a modest number of variable insurance fund filings during the month of October, and the same pattern held true this time around. There were a few interesting...

The number of variable annuity contracts designed for fee-based financial advisors has been growing of late, and in this commentary we’ll share some thoughts as to the why this is happening, and weigh in on...

It’s once again time for us to provide our monthly update on filings of variable insurance funds, and our first observation is that in August there were few new registrations, but we’re used to seeing...

The weather has gotten cooler, football season has commenced, and families are back from vacation, all these things serving to remind us that we are coming to the end of the third quarter. In this...

This report contains our usual highlights of variable insurance portfolio filings from the prior month, but we’ll also spend a little time considering investment platform trends around the industry, which have a strong connection to...

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...

With this report we acknowledge we fell behind on our coverage of variable insurance underlying funds, so we’re going to take the opportunity to get caught up with what happened in the months of January...