Research & Reports

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....

In May we saw an increase in variable portfolio registrations, quite a few of them of defined outcome portfolios, which in our view are gaining favor because they have downside protection features similar to registered...

In this commentary we’ll share our thoughts on first quarter annuity business results of publicly traded insurers we track regularly. In our view most of these companies reflected the experience of the industry as a...

This year we expect registered index-linked annuities (RILAs) to continue to grow their market share, however they will encounter stiffer competition from other product types thanks to rising interest rates; moreover, things are getting tight...

In this report we’ll cover notable fund filings from last month – as we usually do – and provide notes on variable defined outcome portfolios, as the first one commenced operations last year…

Last month we saw the continuation of two trends in the variable insurance funds that are gaining in momentum: the introduction of new defined outcome portfolios and the reworking of existing portfolios to incorporate environmental,...