Research & Reports

We’ve said this in past reports often enough, that February is always the most active time of year for filings of variable insurance funds, as insurers and asset managers take the month to get the...

Since February is drawing to a close, we need to provide you with our regular run-down of filings of variable insurance portfolios from the prior month, and we’ll start off by saying during January we...

Surely the dominant theme in the business today is the effect turbulent markets are having on variable annuity benefit guarantees and in turn on investment platforms, which insurers have been modifying in greater frequency of...

This is our customary early retrospective of the past year for the variable annuity business, in which we’ll offer a narrative of how things unfolded chronologically in 2008, the market conditions that arose and their...

Even though there are still plenty of rider reductions and pricing tweaks happening in the variable annuity business, this week we’ll take our usual break from tracking that activity to report on notable insurance fund...

By now it’s obvious that in the variable annuity business leading players have either started to cut back on the generosity of their guaranteed benefits or are thinking strongly about doing so, since the downturn...

In this report we’ll offer our usual coverage of noteworthy variable insurance fund filings from the month before – in this case, October – and make some observations on recent developments in investment options around...

In this commentary we’ll return to our regular task of covering highlights of variable insurance fund filings from the past month, and in September we saw a wide variety of modifications made to platforms –...

This week we return to our monthly task of commenting on SEC filings related to variable insurance portfolios, and during August we noticed interesting new registrations and amendments that we believe have a direct connection...