Asset allocation

Soleares Research, LLC is a market research and consulting firm servicing the annuity and life insurance businesses. We provide, through our website, periodic articles that cover important industry trends; we also offer clients phone or on-site consultations, executive briefings and presentations. We pride ourselves on first-class customer service and responsiveness to our clients. We aim to be an indispensable resource to the marketplace.

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Posted By: Steven D. McDonnell Posted On: Mar 25, 2020

Recently U.K.-based Prudential plc disclosed plans to spin off its Jackson National unit, a move we think will have many ramifications for the U.S. annuity industry. In this report we’ll attempt to put this matter into perspective with events of the past few years...


Posted By: Steven D. McDonnell Posted On: Mar 16, 2020

February is usually when many new variable portfolios are registered in preparation for the May prospectus update season and such was again the case this year. During the month we also noticed quite a few interesting changes being made to investment platforms...


Posted By: Steven D. McDonnell Posted On: Feb 27, 2020

In January multiple new variable insurance funds were filed with the SEC – including an ESG offering – while the most noteworthy changes to existing funds, in our view, involved sub-advisory replacements and proposed liquidations...


Posted By: Steven D. McDonnell Posted On: 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...


Posted By: Steven D. McDonnell Posted On: Nov 08, 2019

In this commentary we’ll get caught up with two months’ worth of noteworthy variable insurance fund filing activity. During that time there were quite a few interesting developments, and new registrations...


Posted By: Steven D. McDonnell Posted On: Sep 26, 2019

In this report we’ll get caught up with our coverage of variable insurance managed-volatility portfolios, as we have just finished compiling data through the first half of this year...


Posted By: Steven D. McDonnell Posted On: Sep 18, 2019

During the month of August, we didn’t see a great deal of variable fund filing activity. One new registration came through, but the most prevalent occurrences were changes to sub-advisors, portfolio fees and expenses...


Posted By: Steven D. McDonnell Posted On: 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 portfolios...


Posted By: Steven D. McDonnell Posted On: Jun 13, 2019

This commentary will be our customary look back at noteworthy variable insurance fund filings from the prior month. In May we did not see any new fund registrations, rather we found most activity centered around changes to sub-advisory agreements...


Posted By: Steven D. McDonnell Posted On: Apr 29, 2019

In this report we’ll get caught up with noteworthy variable annuity filings from the month of April. During that time we saw a few new registrations, amendments to contracts currently in the pipeline, and plenty of changes, many of which are scheduled to take effect during the May prospectus update season...


Posted By: Steven D. McDonnell Posted On: Mar 07, 2019

Historically February is when many new variable funds are filed in preparation for the May prospectus update season when such funds will be added to variable contracts. That pattern was very much in effect this year; in addition, we saw numerous adjustments and changes...


Posted By: Steven D. McDonnell Posted On: Feb 22, 2019

In this commentary we’ll have much to cover, as a large number of interesting variable annuity filings came through in recent weeks and they ran the gamut: from new contracts and riders to changes in pricing and product provisions to an update to a benefit buyback program...


Posted By: Steven D. McDonnell Posted On: Feb 13, 2019

In our view, the month of January was a rather busy one in terms of variable insurance fund filings, highlights of which we’ll cover in this commentary. In addition to multiple new registrations we saw many changes to fund platforms...


Posted By: Steven D. McDonnell Posted On: Jan 14, 2019

This commentary contains our customary review of variable fund-related filings from the prior month. In December we saw a smattering of new registrations plus numerous investment platform changes, including sub-advisory replacements and proposed mergers...


Posted By: Steven D. McDonnell Posted On: 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...


Posted By: Steven D. McDonnell Posted On: Nov 27, 2018

In this commentary we’ll cover noteworthy variable fund filings from last month, a time when we saw multiple registrations of new funds of funds (F-of-Fs), some that will invest in underlying exchange-traded funds (ETFs), others that will seek to manage for volatility. We saw a large number of fund changes...


Posted By: Steven D. McDonnell Posted On: Oct 30, 2018

In this report we’ll cover a batch of notable variable annuity product filings from this month which includes a benefit buyback offer, a contract exchange offer, new contract registrations, multiple fee changes and other adjustments...


Posted By: Steven D. McDonnell Posted On: Oct 12, 2018

In this commentary we’ll provide our usual review of fund-related filings from last month as well as an update on trends in variable managed-volatility portfolios through the first half of the year...


Posted By: Steven D. McDonnell Posted On: Oct 02, 2018

In recent weeks we’ve been noticing some interesting variable annuity product filings come through – most of them involving changes to existing contracts and benefits – and in this report we’ll report on them...


Posted By: Steven D. McDonnell Posted On: Sep 17, 2018

August was another lively month for variable fund-related filings as there were a few new registrations, some new classes, and a host of interesting changes...


Posted By: Steven D. McDonnell Posted On: Jul 10, 2018

In a commentary of a few weeks ago we discussed recent developments related to structured annuities and now it’s time to follow up on that subject, as we’ve seen some new registrations and a possible indication that one is now available for sale. As usual we’ll also cover other interesting things we unearthed in our filing research...


Posted By: Steven D. McDonnell Posted On: May 17, 2018

This report contains our customary roundup of notable variable insurance fund developments from last month, a time of relatively light filing activity...


Posted By: Steven D. McDonnell Posted On: May 03, 2018

In this report we’ll comment on variable annuity benefit launches that have occurred of late plus touch on adjustments and tweaks insurers have been making during the May prospectus update season...


Posted By: Steven D. McDonnell Posted On: Apr 16, 2018

Despite last year’s sales drop fixed-index annuities (FIA) have been doing better than variable annuities in recent years thus it’s only natural that some ideas from the former should migrate to the latter. Such was the case with a new VA contract from Midland National that is scheduled to launch this May...


Posted By: Steven D. McDonnell Posted On: Mar 20, 2018

We normally cover noteworthy variable insurance fund filings each month but lately we’ve gotten behind on that task so in this commentary we’ll cover filing activity from the first two months of this year, a time in which numerous new funds were registered...


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