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Simfund® Variable Annuity Database

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 60,000 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 Chris Yeomans at (212) 217-6886 or send an email to


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