Research & Reports

This is our second quarter snapshot of developments in variable managed-volatility portfolios, in which we will cite data we compiled from trust semi-annual reports. As we usually do this time each year, we will have...

This report will cover noteworthy variable insurance fund developments from the months of July and August. We usually see light filing activity during the summer, but this time around it was pretty lively, with multiple...

It wasn’t that long ago that we provided an update on filings of new variable annuity contracts and guaranteed lifetime withdrawal benefits (GLWBs). Well, since then even more have entered the pipeline making it necessary...

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...

We admit we are a little late in providing our coverage of variable managed-volatility portfolios for the first quarter – and we are sorry for the delay. This commentary will contain highlights from the data...

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...

First quarter variable annuity sales for most stock-traded insurers we track regularly improved compared to the prior year, once again due to lower interest rates making the product look better than fixed and indexed annuities....

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...