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Industry Analysis

Home » Weekly Insights
VA/VL Fund Flow Watch: December 2011
by Tamiko Toland 2/3/2012

Our VA/VL Fund Flow Watch Series offers a snapshot from our Simfund VA database. This three-page document includes the top 25 ranked companies divided into three categories: sub-advisors, VIT managers, and insurance proprietary.

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Retrospective on 2011, Predictions for 2012
by Tamiko Toland 1/27/2012

The turn of the calendar is usually cause for retrospection and speculation. How will we view the year past, and how will the next months and years shape up? Trends can represent small bumps and divots in the road or the start of a complete shift in slope. It’s obvious that we’re in the midst of a major upheaval in the manufacture of retirement income products, and it seems increasingly difficult to see how companies are going to realize the opportunity represented by the famous hordes of retiring Baby Boomers.

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Monthly Fund Filings

Highlights of New Variable Annuity Fund Filings in December, 2011
1/20/2012

Highlights of New Variable Annuity Fund Filings in November, 2011
12/23/2011

Highlights of New Variable Annuity Fund Filings in October, 2011
11/11/2011

Highlights of New Variable Annuity Fund Filings in September, 2011
10/14/2011

Highlights of New Variable Annuity Fund Filings in August, 2011
9/9/2011


Quarterly Earnings

Variable Annuity Quarterly Overview: Q3 2011
12/30/2011

Q3 Quarterly Earnings: Volatility Challenges Some, Met Sales Soar
12/2/2011

Q3 Earnings: Insurers Feel Effects of Market Declines
11/18/2011

Q2 Quarterly Earnings: Products Drive Sales Shifts, Interest Rate Concerns Loom on the Horizon
8/26/2011

Q2 Earnings: Economy Slows, but Asset Trends Continue
8/19/2011

Monthly Contract

Highlights of New Variable Annuity Contract Filings in December, 2011
1/13/2012

Highlights of New Variable Annuity Contract Filings in November, 2011
12/16/2011

Highlights of New Variable Annuity Contract Filings in October, 2011
11/4/2011

Highlights of New Variable Annuity Contract Filings in September, 2011
10/7/2011

Highlights of New Variable Annuity Contract Filings in August, 2011
9/2/2011


Periodic Reviews

VA/VL Fund Flow Watch: December 2011
2/3/2012

Retrospective on 2011, Predictions for 2012
1/27/2012

VA/VL Fund Flow Watch: November 2011
1/6/2012

Variable Annuity Quarterly Overview: Q3 2011
12/30/2011

Q3 Quarterly Earnings: Volatility Challenges Some, Met Sales Soar
12/2/2011

FEATURED WEBCAST

Q1 2009 VA and SALB Overview
This 30-minute presentation provides additional color and commentary to accompany our most recent quarterly report, Variable Annuity Quarterly Overview: Q1 2009.

 

WINDOWS INTO THE MUTUAL FUND INDUSTRY


2009

Windows into the Mutual Fund Industry: September 2009

Windows into the Mutual Fund Industry: May 2009

Windows into Global Asset Management: March 2009


2008

Windows into the Mutual Fund Industry: July 2008

Benchmarking the Management Fees of Sub-Advised Funds

Windows Into the Mutual Fund Industry: February 2008


2007

Windows Into the Mutual Fund Industry: August 2007

Windows Into the Mutual Fund Industry: February 2007

 

 

 


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