Research & Reports

In our view, July was a very busy month in terms of variable insurance fund filing activity, a time in which we saw a number of interesting developments that we’ll share in this commentary...

This will be a fairly long commentary because variable insurance fund filing activity picked up nicely last month – among notable developments was the filing of a newly-formed trust containing a large number of fund...

This commentary will be our customary look back at noteworthy variable insurance fund filings from the prior month. In May we did not see any new fund registrations, rather we found most activity centered around...

In April we saw an increase in variable insurance portfolio filing activity, with quite a few new registrations and a number of interesting modifications to insurers’ investment platforms…

In our view, variable insurance portfolio filing activity was slow during March, thus this commentary will be a brief one compared to past fund reports. During the month we didn’t identify any new registrations, but...

Historically February is when many new variable funds are filed in preparation for the May prospectus update season when such funds will be added to variable contracts. That pattern was very much in effect this...

In our view, the month of January was a rather busy one in terms of variable insurance fund filings, highlights of which we’ll cover in this commentary. In addition to multiple new registrations we saw...

This commentary contains our customary review of variable fund-related filings from the prior month. In December we saw a smattering of new registrations plus numerous investment platform changes, including sub-advisory replacements and proposed mergers….

This commentary contains our customary review of variable fund-related filings from the prior month and a quarterly update on trends in variable managed-volatility portfolios with data through the third quarter…