Weekly Commentary
Our Customary Quick Take on How the VA Industry Performed In 2019
- Jan 04, 2020

Since we started publishing The Soleares Report, at the end of each year have provided a review – like this one – of how the variable annuity industry fared based on currently-available data, which is intended to help our readers reflect on the recent past and prepare for internal planning meetings...

Reviewing Variable Insurance Fund Filings from November, 2019
- Dec 19, 2019

This report contains our customary coverage of notable variable insurance fund filings from the prior month. During November we saw one new registration, while the most common changes were sub-advisory replacements, mergers and liquidations, as well as adjustments to fund fees...

Taking an Inventory of Recent Annuity Benefit Rate Sheet Updates
- Dec 14, 2019

In this report we’ll get up to date on variable and structured annuity benefits whose elements are set periodically by rate sheet – a risk mitigation approach that has gotten increased usage in recent years...

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Featured Research
Update: Variable Insurance Volatility-Managed Portfolios
- Dec 24, 2019

This spreadsheet contains our coverage of variable insurance volatility-managed portfolios for third quarter 2019, which includes some refinements to the data set. By our count, at the end of the quarter there were 209 such portfolios in operation, containing about $270 billion in assets...

Update: Summaries of Structured Annuities
- Dec 05, 2019

This table updates our coverage of structured annuities and contains summaries of 34 currently sold products and three that are still in the pipeline...

New Coverage: Notable VA Product Changes in 2019
- Nov 29, 2019

This spreadsheet contains our coverage of noteworthy variable annuity product changes that occurred so far in 2019; we will provide a final version of this sheet once the year is done...

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From Steve's Blog
A Black Friday Special
- Nov 29, 2019

Earlier this week I planned on doing a Black Friday blog post, so here I am at my desk dashing it off, referring to notes I scribbled down in various places, such as my business journal...

School is in Session
- Sep 30, 2019

Fall is now upon us, the kids are at school and, in keeping with the time of year, workers in the financial services industry are back at their desks...

A Late Summer Interlude
- Aug 30, 2019

It was a very hot summer here in New York City, but now it’s cooling down nicely, autumn is on the way, and today I figured I’d take some time out to make a long-overdue blog post...

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