Product Overview
Simfund VA is a leading variable annuity database
application. The database contains key information
to help you monitor and analyze the variable annuity
marketplace and competitive landscape. Its powerful
querying engine and highly customizable templates
put sophisticated business intelligence into the
hands of those who need it most.
Key applications
- Research and monitor industry trends in the
variable annuity market
- Develop new products in-line with competitor
offerings
- Conduct due diligence by monitoring investment
manager performance
- Identify gap and replacement opportunities
within a contract
- Identify sub-advisory opportunities
Key Features
- Detailed information on contract features
- Sub-account and fund level information
- Over 38,000 sub-accounts in more than 1,200
contracts covered
- Historical assets and net flows updated monthly
- Historical performance and risk measurements
updated monthly
- Fees and expense information researched directly
from SEC documents
- Advisor and sub-advisory fee schedules
- Integrated database with information from
Lipper, Morningstar, ICI, and Strategic Insight’s
proprietary research
- Multiple levels of aggregation (e.g., insurance
company, advisor, sub-advisor, contract, sub-account,
fund, Lipper categories, Morningstar categories)
For more information on Simfund®
VA please contact Kevin Ng
at (212) 217-6922 or send an email to kng@sionline.com.
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