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Industry Analysis

Home » Weekly Insights
Q3 Quarterly Earnings: Companies Applying for TARP
by Tamiko Toland 12/19/2008

The end of the third quarter marked the mid-point of significant changes for VA manufacturers. Since then, a number of companies have filed applications with the Department of the Treasury for funds under the Troubled Asset Relief Program (TARP). Carriers interested in the program had to file a bank or thrift holding company application by December 8, the deadline for application for capital preservation program (CPP) funds, and gain approval by January 15, according to an FAQ. Four VA manufacturers, Genworth, Hartford, Lincoln and Protective, applied for bank holding company status in order to become eligible for the funds; a fifth, Principal, already owned a bank and applied for $2 billion in assistance.

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Highlights of New Variable Annuity Fund Filings in November, 2008
by Tamiko Toland 12/12/2008

In November, we tracked no new fund filings, marking an unusual change from a consistent trend of at least some new registration in previous Novembers. For example, a year ago there were 15 new funds filed. This change could be due to the market environment and a general reluctance to launch new products when firms are mostly focused on stemming outflows and dealing with other fund-related issues.

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Monthly Fund Filings

Highlights of New Variable Annuity Fund Filings in November, 2008
12/12/2008

Highlights of New Variable Annuity Fund Filings in October, 2008
11/14/2008

Highlights of New Variable Annuity Fund Filings in September, 2008
10/17/2008

Highlights of New Variable Annuity Fund Filings in August, 2008
9/12/2008

Highlights of New Variable Annuity Fund Filings in July, 2008
8/8/2008


Quarterly Earnings

Q3 Quarterly Earnings: Companies Applying for TARP
12/19/2008

More Q2 Results: Events of Note, Aegon and Canadian Insurers
8/29/2008

Market-Related Troubles Continue into Q2
8/22/2008

A Look at Q1: A Rocky Start Challenges Earnings Projections
7/25/2008

Year-End Earnings Review
5/9/2008

Monthly Contract

Highlights of New Variable Annuity Contract Filings in October, 2008
12/5/2008

Highlights of New Variable Annuity Contract Filings in September, 2008
10/24/2008

Highlights of New Variable Annuity Fund Filings in September, 2008
10/17/2008

Highlights of New Variable Annuity Contract Filings in August, 2008
9/19/2008

Highlights of New Variable Annuity Contract Filings in July, 2008
8/15/2008


Periodic Reviews

Variable Annuity Quarterly Overview: Q2 2008
9/26/2008

Variable Annuity Trends: Industry Gearing Up to Meet Retirement Income Needs
6/12/2008

VA Trends in 2007
1/11/2008

Variable Annuity Trends: Opportunities and Challenges Spell Continued Change
6/22/2007

2006 Review, and a Look at 2007
1/5/2007

WINDOWS INTO THE MUTUAL FUND INDUSTRY

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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