Managed-volatility portfolios

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.

List of Articles


Posted By: Steven D. McDonnell Posted On: Apr 09, 2018

This report covers variable insurance fund filings that we found interesting from last month, a time when a relatively small batch of new registrations came through, along with a fairly large amount of changes to existing funds...


Posted By: Steven D. McDonnell Posted On: Mar 26, 2018

This report completes our coverage of trends in variable insurance managed-volatility portfolios, referencing data through the end of 2017...


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

Given that not much variable annuity product filing activity has occurred since our last update, this week we will provide a simple reflection on current conditions in the industry...


Posted By: Steven D. McDonnell Posted On: Dec 19, 2017

As usual, our last commentary of December is a reflection on how the variable annuity business performed this year, based upon what we know thus far from sales levels and product developments...


Posted By: Steven D. McDonnell Posted On: Dec 11, 2017

During November the rate of variable fund filing tends to slow down, and such was the case this year. We noticed no new registrations and only a moderate amount of other activity...


Posted By: Steven D. McDonnell Posted On: Oct 17, 2017

Last month we saw a good number of interesting variable insurance fund filings, including new registrations, shareholder votes on various issues, and sub-advisory replacements, which we’ll cover in this report...


Posted By: Steven D. McDonnell Posted On: Sep 26, 2017

This report continues our regular coverage of trends in variable insurance managed-volatility portfolios, referencing data compiled through the first half of this year...


Posted By: Steven D. McDonnell Posted On: Aug 07, 2017

Variable fund filing activity has started to pick up this summer: in this report we’ll cover a number of interesting new portfolios that were registered in July, as well as investment platform adjustments...


Posted By: Steven D. McDonnell Posted On: Jul 17, 2017

This will be a longer-than-usual fund report because during June we saw a surge in filing activity, including quite a few new portfolio registrations. There was also no shortage of changes of various types...


Posted By: Steven D. McDonnell Posted On: Jun 29, 2017

As we opined in our last commentary, activity along the variable annuity product pipeline continues to be rather slow, thus we don’t have a great deal of new developments to cover. Our intention with this report is to get caught up with competitive conditions, from a product perspective, as they stand currently...


Posted By: Steven D. McDonnell Posted On: Jun 20, 2017

Activity has been a bit slow along the variable annuity product pipeline of late – which is typical of this time of year – however we do have a few notable filings to report on, and will also offer up some thoughts on related industry themes...


Posted By: Steven D. McDonnell Posted On: Jun 14, 2017

This report will cover two subjects: our customary review of noteworthy variable fund filings from last month, and trends in variable insurance managed-volatility portfolios, drawing on first-quarter data we compiled from SEC filings...


Posted By: Steven D. McDonnell Posted On: Apr 03, 2017

In this report we’ll conclude our coverage of variable managed-volatility portfolios in 2016, citing data compiled from trust annual reports filed with the SEC...


Posted By: Steven D. McDonnell Posted On: Mar 24, 2017

This report contains our customary coverage of noteworthy variable fund filings from the prior month. During February we noticed a number of new registrations, including some that will pursue alternative investment and managed-volatility strategies, which have been used with increasing frequency in the industry of late...


Posted By: Steven D. McDonnell Posted On: Jan 18, 2017

With this report we’ll wrap up our coverage of notable variable insurance fund filings from last year. During December there were a number of interesting new registrations, including some managed-volatility portfolios...


Posted By: Steven D. McDonnell Posted On: Sep 27, 2016

This commentary will cover trends in variable managed-volatility portfolios through the first half of 2016, citing data we compiled from trust semi-annual reports filed with the SEC...


Posted By: Steven D. McDonnell Posted On: Mar 30, 2016

In this brief commentary we’ll touch on trends in managed-volatility portfolios, drawing on year-end 2015 data we gathered from SEC filings, which show how assets under management in this subset of the variable fund universe continue to grow steadily...


Posted By: Steven D. McDonnell Posted On: Dec 14, 2015

During November we saw an interesting mix of filings related to variable insurance funds, including some new registrations. Among the many changes included modifications to the objectives of managed-volatility portfolios, and more conversions of money market funds into government money funds...


Posted By: Steven D. McDonnell Posted On: Mar 23, 2015

In this report we’ll get caught up with trends in variable managed-volatility portfolios, which over the past few years have been gathering assets at a fairly rapid pace. We’ll also share a few corrections and additions to our research regarding these portfolios...


Posted By: Steven D. McDonnell Posted On: Dec 15, 2014

This report will cover noteworthy variable insurance fund filings from November – which was a fairly active month – and also briefly discuss trends in variable managed-volatility funds...