subscriber-login-icon
Subscriber Login
Sign Up

Research & Reports

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.
Sort By Type
Select
All Reports Research
Sort By Topic
Defined Outcome Portfolios
All 1035 exchanges Acquisition Asset allocation Benefit buyback programs Benefit exchange programs Benefit Rate Sheets Benefit risk update Commissions Compliance Contingent annuities Contract exchange programs Death benefits Deferred income annuities Defined Outcome Portfolios Distribution DOL fiduciary rule Dual Direction ESG Investing Fee-based annuities Fixed annuities Fixed-indexed annuities Hedging Immediate annuities IOVAs IRAs Living benefits Managed-volatility portfolios Marketing Merger Monthly fund report Net flows Pensions Principal protection Purchase provisions Qualified plans Quarterly earnings report Quarterly reports Registered Index-Linked Annuities Reinsurance Reserving Sales Suitability Taxes Variable annuities Variable funds Variable life Year in review report

Reviewing Variable Insurance Fund Filings from October, 2025

We had another relatively light period of variable fund filing activity in October, typical for the time of year. Beyond some new registrations, of particular note was the closure of several defined outcome portfolios, continuing...

Reviewing Variable Insurance Fund Filings from September, 2025

Variable fund filing activity in September was moderate – we saw one new registration come through – other than that we saw the usual run of managerial changes and adjustments to fees and expenses…

Reviewing Variable Insurance Fund Filings from July, 2025

This July, the rate of variable fund filing activity was relatively lively in that we saw a new registration along with an interesting batch of changes…

Reviewing Variable Insurance Fund Filings from June, 2025

In June there was an uptick in variable fund filing activity: we saw numerous managerial changes implemented by fund platforms, along with some interesting exemptive order requests filed with the SEC…

Update: Variable Defined Outcome Portfolios

This spreadsheet contains data on variable defined outcome portfolios through the first quarter of 2025. At quarter’s end we counted 23 portfolios in operation which held nearly $528 million in assets…

An Update on Variable Defined Outcome Portfolios Through 1Q25

This first quarter, assets under management in variable defined outcome portfolios increased modestly; other than that, there were relatively few developments. In this report we will get caught up with our coverage of these portfolios…

Reviewing Variable Insurance Fund Filings from April, 2025

This April we did not identify any new variable portfolio registrations, rather most industry filing activity involved managerial changes…

Reviewing Variable Insurance Fund Filings from March, 2025

For the month of March, we have much to report concerning variable insurance portfolios, as there were a number of interesting registrations along with a great deal of managerial changes on insurers’ platforms…

An Update on Variable Defined Outcome Portfolios Through 4Q24

Through last fourth quarter, the number of variable defined outcome portfolios in operation stayed steady, but assets under management in them increased; in this report we will conclude our coverage of these portfolios for 2024…