Research & Reports

In November we saw just one new variable fund registration, while the rest of the filing activity that month was moderate and concentrated largely on manager replacements and investment platform consolidation. In this report we...

This report contains our coverage of noteworthy variable fund filings from October – during the month we saw several new registrations along with the usual run of changes to investment platforms. As has been the...

This spreadsheet updates our coverage of variable Environmental, Social and Governance (ESG) portfolios through the second quarter; at quarter’s end we counted 27 portfolios in operation, which held $6.3 billion in assets…

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…

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...