Research & Reports

This table updates our coverage of registered index-linked annuities (RILAs); it contains summaries of 60 products we identify as being currently for sale, as well as four new registrations that have been filed in 2022…

This spreadsheet commences our 2022 coverage of variable annuity rate sheet updates that involved noteworthy changes from the prior sheet as well as new benefit launches; it contains 62 entries…

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...

This spreadsheet updates our coverage of variable Environmental, Social and Governance (ESG) portfolios through the first quarter of this year; during the quarter one new portfolio commenced operations while three existing ones were converted to...

This table contains summaries of 10 new variable annuity contracts registered with the SEC so far this year…

This spreadsheet contains data on variable Environmental, Social and Governance (ESG) portfolios; at the end of 2021 we counted 18 portfolios in operation, which held $6.6 billion in assets…

This table contains summaries of new registered index-linked annuities (RILAs) filed with the SEC in 2022. This table covers three contracts, not including instances where a product was refiled…

This spreadsheet contains data on the first variable defined-outcome portfolios; at the end of 2021 we counted 13 portfolios in operation, which held $37 million in assets…

This spreadsheet concludes our coverage of variable insurance volatility-managed portfolios for 2021. By our count, as of December 31 there were 197 such portfolios in operation; assets grew slightly from the prior quarter to nearly...