Monthly fund report

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: Jan 08, 2018

This commentary contains our regular coverage of noteworthy variable insurance fund filings from the prior month. We saw no new registrations in December, and most filing activity centered around changes to existing funds...


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: Nov 22, 2017

This report contains our coverage of noteworthy variable fund filings from October. It was a fairly active time – during the month we saw new fund registrations along with numerous changes to investment platforms...


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 20, 2017

This report contains our customary coverage of noteworthy variable insurance fund filings from the prior month. In August we saw a few new registrations, and quite a few adjustments to fees and expenses...


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 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: May 12, 2017

This report contains our regular coverage of noteworthy variable fund filings from the prior month. We saw no new fund registrations come through in April, as was the case in March – and we attribute that to the generally slower conditions along the product pipeline, and that insurers probably already had their investment platform plans completed..


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

This report covers notable variable fund developments from the last month, a time in which we saw no new registrations, but a good amount of filings that made changes to investment platforms...


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: Feb 14, 2017

In this report we’ll get started with our coverage of notable variable insurance fund filings for each month of 2017. During January we identified just one new registration, yet there were a good number of sub-advisor replacements and other changes...


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: Dec 15, 2016

This report contains our regular coverage of notable variable insurance fund filings from the prior month. During November we saw a number of new registrations and other interesting things, including multiple proposed fund mergers and a few liquidations...


Posted By: Steven D. McDonnell Posted On: Nov 22, 2016

In this report we’ll cover noteworthy variable insurance fund filings from October, including a few new registrations...


Posted By: Steven D. McDonnell Posted On: Oct 31, 2016

This report will contain our usual coverage of variable insurance fund filings from the prior month. During September we saw no new registrations, rather most of the activity involved various changes to existing funds...


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: Sep 20, 2016

Last month we saw a pickup in variable insurance fund filing activity, including a number of new registrations which we’ll cover in this commentary...


Posted By: Steven D. McDonnell Posted On: Aug 15, 2016

This report will contain our coverage of noteworthy variable insurance fund filings from the prior month. We saw no new registrations in July, but a good deal of activity involving sub-advisory and fee changes...


Posted By: Steven D. McDonnell Posted On: Jul 18, 2016

This report will cover variable fund filings from June that we found notable. During the month a significant amount of activity we saw involved changes to sub-advisors and fees...


Posted By: Steven D. McDonnell Posted On: Jun 13, 2016

In this report we’ll get caught up with noteworthy variable fund filings from the months of April and May. We didn’t see too many new fund registrations during the two months; most filings involved adjustments to investment platforms...


Posted By: Steven D. McDonnell Posted On: Apr 26, 2016

During March the pace of variable fund filing activity was pretty lively in our view, and among interesting developments was the introduction of a new sub-advised trust from insurer Guardian Life...


Posted By: Steven D. McDonnell Posted On: Mar 22, 2016

Each year February is a month when a large number of new variable insurance funds get filed with the SEC in preparation for their eventual addition to contracts during the May prospectus update season. This year was no exception and in this report we’ll cover the new arrivals and other interesting developments...


Posted By: Steven D. McDonnell Posted On: Feb 29, 2016

We saw an interesting group of new variable fund registrations get registered with the SEC in January, including some that will manage volatility risks. In this report we’ll cover them as well as other interesting developments...


Posted By: Steven D. McDonnell Posted On: Jan 19, 2016

In December, we noticed a few new variable fund registrations – nearly all of them fixed income offerings – plus familiar themes from prior months. In particular, there were quite a few instances of money market funds being converted to government money funds, to circumvent new regulations related to the former...


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