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Simfund: Variable Annuity Database
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Support your variable annuity initiatives and research with the most powerful and comprehensive database application.
Product Description
Simfund VA is a leading variable annuity database application. The database contains essential information to help you analyze the variable annuity marketplace and monitor the competitive landscape. Its powerful, easy-to-use query engine and highly customizable templates place sophisticated business intelligence into the hands of those who need it most. |
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 Key Uses
- Analyze the variable annuity insurance proprietary, sub-advisory and VIT marketplace
- Identify sales opportunities on insurance company platforms
- Create monthly management reports on competitor market share, assets, net flows, performance, and fees
- Analyze competitor new VA contracts and funds
- Analyze fund performance and risks
- Analyze fees and expenses for due diligence or Board reporting
Key Features
 Extensive data on both variable contracts and variable funds - Over 45,000 sub-accounts in more than 1,300 variable annuity, variable life, and variable universal life contracts covered
- Historical assets and net flows
- Integrated Morningstar and Lipper data
- Detailed fund expenses from annual reports
- Full advisory and sub-advisory fee schedules on variable funds
- Performance and risk measurements
- Contract feature information
 Simfund Software
- Powerful query features
- Multiple levels of data aggregation
- Export to Excel
- Presentation quality reports
- Advanced graphs module
- Saved queries and automated batch reporting
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