Research & Reports

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..

This report contains our customary coverage of noteworthy variable fund filings from the prior month. During February we noticed a number of new registrations, including some that will pursue alternative investment and managed-volatility strategies, which...

With this report we’ll wrap up our coverage of notable variable insurance fund filings from last year. During December there were a number of interesting new registrations, including some managed-volatility portfolios…

This commentary will cover trends in variable managed-volatility portfolios through the first half of 2016, citing data we compiled from trust semi-annual reports filed with the SEC…

In this brief commentary we’ll touch on trends in managed-volatility portfolios, drawing on year-end 2015 data we gathered from SEC filings, which show how assets under management in this subset of the variable fund universe...

During November we saw an interesting mix of filings related to variable insurance funds, including some new registrations. Among the many changes included modifications to the objectives of managed-volatility portfolios, and more conversions of money...

In this report we’ll get caught up with trends in variable managed-volatility portfolios, which over the past few years have been gathering assets at a fairly rapid pace. We’ll also share a few corrections and...

This report will cover noteworthy variable insurance fund filings from November – which was a fairly active month – and also briefly discuss trends in variable managed-volatility funds…