Research & Reports
Reviewing Variable Insurance Fund Filings from April, 2022
In April we saw just a few new variable portfolio registrations and a rather mild degree of filings overall. Most filings in the month were related to changes to investment platforms…
Reviewing Variable Insurance Fund Filings from March, 2022
In this report we’ll cover notable fund filings from last month – as we usually do – and provide notes on variable defined outcome portfolios, as the first one commenced operations last year…
An Update on Variable Managed-Volatility Portfolios Through 4Q21
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...
Concluding Our Coverage of Managed-Volatility Portfolios for 2021
With this report we will wrap up our coverage of trends in variable managed-volatility portfolios for 2021, based on data we compiled from regulatory filings…
Reviewing Variable Insurance Fund Filings from February, 2022
Last month we saw the continuation of two trends in the variable insurance funds that are gaining in momentum: the introduction of new defined outcome portfolios and the reworking of existing portfolios to incorporate environmental,...
Reviewing Variable Insurance Fund Filings from January, 2022
In terms of variable fund filing activity, the New Year started on a strong note, as we saw some interesting new registrations, numerous managerial changes, and consolidations of insurers’ sub-account platforms in January…
Reviewing Variable Insurance Fund Filings from December, 2021
In December we saw the continuation of a trend in variable funds that has been picking up steam – the emergence of Environmental, Social, and Corporate Governance (ESG) investing – because during the month there...
An Update on Variable Managed-Volatility Portfolios Through 3Q21
This spreadsheet updates our coverage of variable insurance volatility-managed portfolios for the third quarter of 2021. By our count, as of September 30 there were 197 such portfolios in operation, three fewer than the previous...
Reviewing Variable Insurance Fund Filings from November, 2021
Last month we did not identify any new variable fund registrations, but we did see more of a growing pattern we noted in our last fund report: the addition of Environmental, Social, and Corporate Governance...