Weekly Commentary
Reviewing Variable Insurance Fund Filings from March, 2019
- Apr 22, 2019

In our view, variable insurance portfolio filing activity was slow during March, thus this commentary will be a brief one compared to past fund reports. During the month we didn’t identify any new registrations, but we did see a good number of sub-advisory changes, and other adjustments...


Notes on New VA Lifetime Withdrawal Benefits Filed This Year
- Apr 12, 2019

In this report we’ll comment on new variable annuity guaranteed lifetime withdrawal benefits (GLWBs) filed with the SEC so far this year. While filing activity of such riders has been increasing, it is still well below the levels of years past...


More Thoughts – on New VA Contracts Coming to Market in 2019
- Mar 28, 2019

In this report we’ll provide more perspective on the kinds of new variable annuity contracts that are being registered this year with the SEC. A common tendency has been for insurers to “bracket” key elements of contracts and guaranteed benefits, the details of which will be added later, prior to launch...


See all
Featured Research
New Coverage: Summaries of New VA Guaranteed Lifetime Withdrawal Bene...
- Apr 12, 2019

This table commences our coverage of new variable annuity Guaranteed Lifetime Withdrawal Benefits (GLWBs) filed with the SEC so far this year and contains summaries of 10 riders...


New Coverage: Summaries of New VA Contracts Filed With the SEC in 2019
- Mar 28, 2019

This table commences our coverage of new variable annuity contracts filed with the SEC in 2019 and contains summaries of eight new products...


Update: Variable Insurance Volatility-Managed Portfolios
- Mar 20, 2019

This spreadsheet concludes our coverage of variable insurance volatility-managed portfolios for 2018. By our count, at the end of the year there were 207 such portfolios in operation, containing $254 billion in assets...


See all
From Steve's Blog
Renewing One’s Labors
- Sep 07, 2018

I’m writing this post, the first on this blog in over a year, on a quiet afternoon at a café in my Astoria neighborhood where I like to have a coffee and think and write. The recent heat wave has let up, thankfully, and the place has a nice mix of local people, sipping and relaxing...


On Executive Function
- Aug 25, 2017

I’m finishing the writing of this post after having started and stopped it multiple times, usually on plane trips, either for business or vacation. For whatever reason, once I got home, the piece got lost in the shuffle as it were. There’s no coincidence with the fact that it has taken so long for me to comp...


Ten Years after
- May 27, 2016

I feel like I’m more than a bit late in posting this entry because last month I celebrated the 10th anniversary of Soleares Research being in business. Therefore it would have been most fitting to have published something on this topic then, but, a number of tasks and distractions got in the way...


Blog Shelf