Variable funds

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: 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 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 23, 2017

It’s about time we checked in on the variable annuity product pipeline because we noticed a good mix of interesting filings come through over the past few months, most of them debuting during the May prospectus update season...


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: 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: Mar 17, 2017

Due to this being a somewhat slow period in the variable annuity product pipeline, in this report we’ll delve a little further into a new guaranteed lifetime withdrawal benefit from Lincoln National scheduled to launch in May. We already mentioned it in these pages, but a recent filing added new details...


Posted By: Steven D. McDonnell Posted On: Feb 27, 2017

After reviewing the results of selected publicly-traded insurers from their fourth quarter earnings calls and financial statements, we expect that the variable annuity industry as a whole reflected the experience of these companies, namely lower sales for Q4 and the year...


Posted By: Steven D. McDonnell Posted On: Feb 22, 2017

In this commentary we’ll discuss Hartford’s plan to replace a large number of funds in its variable annuity contracts, and the controversy it has generated. We’ll also endeavor to put the proposed move in context with similar ones undertaken by insurers in the past...


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: Feb 08, 2017

Over the past couple of weeks we have seen a few interesting developments along the variable annuity product pipeline which we’ll cover in this commentary, among them a new guaranteed lifetime withdrawal benefit (GLWB) and several new contracts...


Posted By: Steven D. McDonnell Posted On: Feb 01, 2017

In this report we’ll offer up our reflections on the kinds of guaranteed lifetime withdrawal benefits (GLWBs) that were filed by the variable annuity industry last year. We anticipate that the same design concepts will continue into 2017, perhaps with new twists...


Posted By: Steven D. McDonnell Posted On: Jan 25, 2017

In this report we’ll get caught up with variable annuity contract registrations, wrapping up our coverage of filings from last year and touching on a couple of new ones that came through this month...


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 29, 2016

As we have done since first publishing The Soleares Report, we are devoting this last issue of December to a quick look back on the year that was in the variable annuity industry. Our view is that 2016 was a difficult time for the business on multiple levels, and our feeling is that the challenges will continue into the New Year...


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 29, 2016

In covering the variable annuity business, oftentimes, due to the amount of product filing activity insurers engage in, our reports almost “write themselves” in that we have much to discuss. During slower periods like these, we tend to comment on broader themes that may be of relevance now, or should be monitored in the future...


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: Nov 15, 2016

In this commentary we’ll offer up our usual thoughts from insurers’ quarterly earnings calls. This time we came away with the a feeling we’ve had for some time now: that companies are more or less accepting that variable industry sales are in retraction for the foreseeable future...


Posted By: Steven D. McDonnell Posted On: Nov 08, 2016

In this commentary we’ll discuss new variable annuity concepts Lincoln National filed recently that we found interesting, and catch up with other recent developments, some related to products in the pipeline we have written about earlier, which may debut by the end of this year...


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: Oct 17, 2016

In this report we’ll cover a batch of new fee-based variable annuity contract registrations that came through last week, as well as other noteworthy amendments to products and benefits...


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...


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