Life Insurance Segregated Funds Report (annual)

This report provides a comprehensive assessment of the growth and emerging product trends in the individual segregated funds arena. It monitors the development of seg funds from a variety of vantage points, including assets and net sales, asset class composition, competitive landscape, MERs, loads, compensation and product structure, including the importance of wrapped and sub-advised funds. The latter part of the study contains competitive intelligence capsules on key competitors in the segregated fund segment.

Subscribers also receive in-depth analysis of the payout annuities market. The focus is on size, growth trends, money flows, and the quantification of major features associated with payout annuities. The analysis is based on data collected from the eight firms that dominate this product segment. Featured metrics include historical series for in-force and new business premiums, and distribution of assets, premiums and contracts by a host of policy features, such as registered versus non-registered and term versus life.

price available upon request

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