Weekly Commentary
Reviewing Variable Insurance Fund Filings from November, 2018
- Dec 18, 2018

This commentary contains our customary review of variable fund-related filings from the prior month and a quarterly update on trends in variable managed-volatility portfolios with data through the third quarter...


Various Thoughts – on Variable Annuity Sales and Industry News
- Dec 11, 2018

In our view as we enter the heart of the holiday season, things are looking up for the variable annuity business: sales are recovering and insurers are building out their product offerings again. In this report we’ll share some thoughts on the current state of affairs and touch on recent product developments...


Public Insurers’ 3Q18 Results Reflected a Recovering VA Industry
- Dec 04, 2018

Based on our review of selected public insurers’ third quarter results, and recently-released data from industry research firms, we think the variable annuity business experienced positive uplift in the quarter, which we think will carry through the rest of this year...


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Featured Research
Update: Variable Insurance Volatility-Managed Portfolios
- Dec 18, 2018

This is an update to our spreadsheet of variable insurance volatility-managed portfolios for 2018 with assets through the third quarter. By our count, at the end of Q3 there were 203 such portfolios in operation, containing $282.7 billion in assets...


Update: Variable Insurance Volatility-Managed Portfolios
- Oct 12, 2018

This is an update to our spreadsheet of variable insurance volatility-managed portfolios for 2018 with assets through the second quarter. By our count, at the end of Q2 there were 203 such portfolios in operation, containing $277 billion in assets...


Update: New Guaranteed Lifetime Withdrawal Benefits Filed with the SE...
- Sep 25, 2018

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 nine 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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