Weekly Commentary
Reviewing Variable Insurance Fund Filings from June, 2019
- Jul 11, 2019

This will be a fairly long commentary because variable insurance fund filing activity picked up nicely last month – among notable developments was the filing of a newly-formed trust containing a large number of fund registrations. Along with this report we’ll be updating our coverage of managed-volatility po...


Yet More Thoughts on New VAs and Lifetime Withdrawal Benefits
- Jun 27, 2019

This week we’ll once again weigh in on patterns we’re seeing in variable annuity product development, which will serve as an accompaniment to our updates of Featured Research tables covering new contracts and guaranteed lifetime withdrawal benefits (GLWB)s that have been filed with the SEC so far this year...


Notes From the VA Contract Pipeline – And Some New Rider Filings
- Jun 21, 2019

In this report we’ll get caught up with recent developments along the variable annuity product pipeline and touch on pre-effective amendments to new contracts that have launched or will soon, as well as some new guaranteed living benefits...


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Featured Research
Update: Variable Insurance Volatility-Managed Portfolios
- Jul 11, 2019

This spreadsheet contains our coverage of variable insurance volatility-managed portfolios for first quarter 2019. By our count, at the end of the quarter there were 213 such portfolios in operation, containing $271 billion in assets...


Update: Summaries of New VA Contracts Filed With the SEC in 2019
- Jun 27, 2019

This table updates our coverage of new variable annuity contracts filed with the SEC in 2019 and contains summaries of 11 new products...


Update: Summaries of New VA Guaranteed Lifetime Withdrawal Benefits F...
- Jun 27, 2019

This table updates our coverage of new variable annuity Guaranteed Lifetime Withdrawal Benefits (GLWBs) filed with the SEC so far this year and contains summaries of 12 riders...


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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...


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