Research & Reports

During November the rate of variable fund filing tends to slow down, and such was the case this year. We noticed no new registrations and only a moderate amount of other activity…

Last month we saw a good number of interesting variable insurance fund filings, including new registrations, shareholder votes on various issues, and sub-advisory replacements, which we’ll cover in this report…

This report continues our regular coverage of trends in variable insurance managed-volatility portfolios, referencing data compiled through the first half of this year…

Variable fund filing activity has started to pick up this summer: in this report we’ll cover a number of interesting new portfolios that were registered in July, as well as investment platform adjustments…

This will be a longer-than-usual fund report because during June we saw a surge in filing activity, including quite a few new portfolio registrations. There was also no shortage of changes of various types…

As we opined in our last commentary, activity along the variable annuity product pipeline continues to be rather slow, thus we don’t have a great deal of new developments to cover. Our intention with this...

Activity has been a bit slow along the variable annuity product pipeline of late – which is typical of this time of year – however we do have a few notable filings to report on,...

This report will cover two subjects: our customary review of noteworthy variable fund filings from last month, and trends in variable insurance managed-volatility portfolios, drawing on first-quarter data we compiled from SEC filings..

In this report we’ll conclude our coverage of variable managed-volatility portfolios in 2016, citing data compiled from trust annual reports filed with the SEC..