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: Feb 12, 2018

In recent weeks we’ve seen an uptick in product filings coming through around the variable annuity industry, including new contracts, guaranteed benefits and other changes that we’ll cover in this commentary...


Posted By: Steven D. McDonnell Posted On: Jan 22, 2018

In this report we’ll cover recent competitive tweaks insurers are making to their annuity product offerings, including new registrations and benefit enhancements, and we’ll also have some follow-up comments regarding last week’s report...


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 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: 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: Oct 12, 2017

While activity along the variable annuity product pipeline has been slower than usual of late, we did manage to find a few interesting developments in recent SEC filings 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: 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 21, 2017

In our following of activity along the variable annuity product filing pipeline of recent weeks, we came to the opinion that things are rather slow going; however we did see multiple benefit rate sheet updates, some which we’ll cover in this report. We’ll also touch on a few product changes...


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 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...


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