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: Aug 23, 2019

In this commentary we’ll get caught up with recent developments in structured annuities – there was a new registration and the launch of one that had been in the pipeline – and we’ll also cover some variable annuity filings...


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

In our view, July was a very busy month in terms of variable insurance fund filing activity, a time in which we saw a number of interesting developments that we’ll share in this commentary...


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: May 13, 2019

In April we saw an increase in variable insurance portfolio filing activity, with quite a few new registrations and a number of interesting modifications to insurers’ investment platforms...


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: 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: 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 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: Nov 12, 2018

As third quarter earnings season is well underway, in this commentary we’ll provide a few forward-looking thoughts on how the variable annuity industry may have performed during that time period – we’ll follow up with actual sales numbers later when we compile them. In addition we’ll cover some noteworthy product filings from recent weeks...


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: Sep 10, 2018

In this report we’ll get caught up with noteworthy filings from last month, a time when a “bumper crop” of new variable and structured annuities was registered with the SEC. There were also some interesting tweaks and modifications to existing products and riders...


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

In July variable insurance fund filing activity was fairly vigorous, which is not usual for the time of year. We noticed heightened amounts of sub-advisory replacements and fee adjustments, which we’ll cover in this report...


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: May 25, 2018

In this report we’ll cover noteworthy variable annuity filings of recent weeks: another benefit exchange offer from Ohio National that looks much like one we wrote about last year, some guaranteed lifetime withdrawal benefit changes from American General and a new contract from Lincoln National...


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...


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