An e-mail and web-based service that highlights each day's most important SEC filings pertaining to variable annuities. Through Contract Alerts learn about the latest VA products, pricing, and advisory arrangements as soon as they are made public.

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.

For additional snapshots of the industry derived from the Simfund VA database, review the quarterly overview (3Q 2014) that includes a combination of data, analysis, and general market insights. We also discussed the role of managed volatility funds in a discussion of our recent research on the subject in “Managed Volatility Funds Continue Expansion.”

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January, 2015

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A web-based service that highlights most important SEC filings pertaining to variable annuity underlying funds daily. Through Fund Alerts one may stay on top of latest VA underlying funds, pricing changes, sub-advisor changes, and advisory arrangements.

In My AI, set up email preferences for VA, SALB or VA fund alerts according to your customized search criteria.

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