Notes
Slide Show
Outline
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Sub-advisory Targeting: An Overview
Variable Insurance Products

  • Kevin Ng
  • 212-217-6922, kng@sionline.com
  • Managing Director
  • Variable Insurance Product Research
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Overview
  • Market Overview
    • Market size by segment
    • Top Morningstar categories
    • Top sub-advisors
    • Top insurance companies by sub-advised net flows
    • Top contracts by sub-advised net flows
    • Average sub-advisory fees

  • Sub-advisory Targeting Case Study
    • Analyze
    • Prospect
    • Target

  • Simfund VA and Annuity Insight
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Market Size – Variable Insurance Funds
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Top Sub-Advised Morningstar Categories
2002 vs. 2003
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Top Sub-Advisors
2002 vs. 2003
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Top Insurance Companies
by 2003 Sub-advised Net Flows ($M)
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Top Contracts
by 2003 Sub-advised Net Flows ($M)
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Average Sub-advisory Fees
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Sub-advisory Targeting
  • Net flow trends by investment category
  • Identify top sub-advisors by investment category
  • Fund / performance analysis
  • Average advisory and sub-advisory fees
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Analyze – Market Potential
Assets & Net Flow by Investment Category
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Analyze – Top Sub-Advisors by Category
Net Flow by Investment Category
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Prospect – Insurance Company List
Mid Cap Blend and Mid Cap Value Funds
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Target – Insurance Company Profile
Pacific Life
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Target – Insurance Company Risk/Reward Chart
Risk/Reward Analytics
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Target – Morningstar Scorecard
Gap / Replacement Analytics
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Target – Risk/Reward for Selected Funds
Targeted Replacement Analytics
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Target – Fee Analysis
Fee Benchmarking and Fee Schedules
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Strategic Insight VA Resources
  • Simfund VA
  • VA Database Application


  • Over 40,000 sub-accounts covered
  • Historical monthly assets and net flows
  • Integrated with Morningstar and Lipper data
  • Performance and risk analytics
  • Advisory and sub-advisor fees and fee schedules
  • Detailed contract feature information
  • Annuity Insight.com
  • VA Research via the Web


  • Daily email alerts highlighting new contracts and changes in existing contracts
  • Weekly industry commentary and analysis
  • Comprehensive archive of SEC filings available in text, Adobe Acrobat, and MS Word
  • Top competitor DCA and fixed account rates
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