Research & Reports
An Update on Variable Defined Outcome Portfolios Through 2Q22
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....
Reviewing Variable Insurance Fund Filings from August, 2022
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…
Random Thoughts About Current Conditions in the Industry
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...
Reviewing Variable Insurance Fund Filings from July, 2022
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...
Notes on Annuity Filings and Launches of Recent Weeks
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...
Reviewing Variable Insurance Fund Filings from June, 2022
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....
Reviewing Variable Insurance Fund Filings from May, 2022
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...
Growth in Q1 Sales of Indexed Annuities Sustained the Industry
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...
Regarding Competition in the Registered Index-Linked Annuity Space
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...
