Research & Reports

In June we noticed no new variable insurance fund registrations come through but did see a great deal of activity involving changes to investment platforms, such as sub-advisory replacements and adjustments to fund fees and...

In our view, the rate of variable insurance fund filing activity was slow in May but that was to be expected since new portfolios set to debut this year would have been registered well in...

In our view some interesting variable insurance fund filings came through during April, including a few new registrations, sub-advisory and fee changes, and prospectus supplements addressing market risk issues in light of the COVID-19 crisis…

In March there’s usually less variable insurance fund filing activity compared to the prior month, which was again the case this year. However, we did see several new registrations, and there was no shortage of...

February is usually when many new variable portfolios are registered in preparation for the May prospectus update season and such was again the case this year. During the month we also noticed quite a few...

In January multiple new variable insurance funds were filed with the SEC – including an ESG offering – while the most noteworthy changes to existing funds, in our view, involved sub-advisory replacements and proposed liquidations...

This report is our last installment of our monthly coverage of notable variable insurance fund filings from 2019. In December we didn’t see many new fund registrations, but there was no shortage of changes and...

This report contains our customary coverage of notable variable insurance fund filings from the prior month. During November we saw one new registration, while the most common changes were sub-advisory replacements, mergers and liquidations, as...

In this commentary we’ll get caught up with two months’ worth of noteworthy variable insurance fund filing activity. During that time there were quite a few interesting developments, and new registrations...