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

1 | 2 |
Next | Last

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

In our view, variable insurance portfolio filing activity was slow during March, thus this commentary will be a brief one compared to past fund reports. During the month we didn’t identify any new registrations, but we did see a good number of sub-advisory changes, and other adjustments...


Posted By: Steven D. McDonnell Posted On: Mar 20, 2019

This report will conclude our tracking of variable insurance managed-volatility portfolios for 2018, referencing data we have gathered from trust annual reports. In addition to trends in fund assets and returns, we will discuss refinements we have made to our data set...


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: 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 31, 2018

If we were to characterize the year 2018 for the variable annuity business based on what we know thus far, we would call it a time of renewal, as sales started to recover, an improvement that has helped brighten prospects for the annuity industry as a whole...


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 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: Aug 28, 2018

Variable annuity sales for most stock-traded insurers we follow regularly showed improvement in the second quarter, which no doubt contributed to the industry’s quarter-over-quarter rise. This report will be our customary quarterly rundown of what we gleaned from insurers’ earnings reports...


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

Just like the prior month, in June we saw a fairly substantial amount of variable insurance fund filing activity, including quite a few changes to investment platforms through mergers and liquidations...


Posted By: Steven D. McDonnell Posted On: Jun 28, 2018

In this report we’ll update our tracking of variable insurance managed-volatility portfolios, referencing asset and other data for the first quarter of this year. We will also point out a few ways we have added to our coverage of this subset of the fund universe...


Posted By: Steven D. McDonnell Posted On: Jun 15, 2018

On the variable insurance fund front, this May was distinguished by a fairly large amount of new registrations, which is not typical of that month. We also saw a good amount of change activity...


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...


1 | 2 |
Next | Last