Research & Reports

While fewer variable fund filings tend to come through in late summer and early fall compared to other months of the year, this September was pretty active, in our view. In this report we’ll offer...

This spreadsheet updates our coverage of variable defined outcome portfolios through the second quarter; during the quarter the number of portfolios in our coverage again increased greatly due to new ones commencing operations. At quarter’s...

The number of variable defined outcome portfolios in operation has increased greatly this year, as well as their assets under management, thus we view this investment type as one to watch in the quarters ahead....

During the summer months, variable fund filing activity in usually light, and such was the case in August. That said, we did see an assortment of filings related to defined outcome portfolios…

Recently we’ve been contemplating the unique advantages our industry has in times like these – when the market is turbulent and interest rates are rising – which usually prompts investors to seek out annuities for...

In July, we saw a moderate degree of variable fund filing activity – including a pair of new defined outcome portfolio registrations – which we’ll cover in this report. We will also provide a brief...

This week we’ll get caught up with product filing and launch activity around the industry, as much has been going on. Given the very upbeat outlook for annuity sales over the near term – largely...

In June we saw a considerable amount of sub-advisory replacement activity, as well as various other changes occurring within variable portfolios, which we endeavored to capture to the best of our ability in this report....

This spreadsheet updates our coverage of variable defined outcome portfolios through the first quarter of this year; during the quarter the number of portfolios in our coverage and their assets increased greatly due to 26...