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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.
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ESG Investing
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Update: Variable ESG Portfolios

This spreadsheet contains our coverage of variable Environmental, Social and Governance (ESG) portfolios through the fourth quarter of 2023; at quarter end we counted 28 portfolios in operation, which held nearly $7.6 billion in assets…

Reviewing Variable Insurance Fund Filings from February, 2024

Usually during February we see an increase in new variable portfolio registrations, in preparation for their additions to investment platforms during the May prospectus update season. This time around things were fairly slow compared to...

Update: Variable ESG Portfolios

This spreadsheet contains our coverage of variable Environmental, Social and Governance (ESG) portfolios through the third quarter of 2023; at quarter end we counted 28 portfolios in operation, which held $7 billion in assets…

Reviewing Variable Insurance Fund Filings from November, 2023

This commentary contains our customary coverage of variable fund filings from the prior month; in it we will also get caught up with trends in Environmental, Social and Governance (ESG) portfolios, which have been growing...

Reviewing Variable Insurance Fund Filings from October, 2023

Last month the pace of variable insurance fund filing activity picked up considerably, as several new registrations came through – including a brand-new trust – as well as numerous changes, mergers, liquidations and managerial replacements…

Update: Variable ESG Portfolios

This spreadsheet contains our coverage of variable Environmental, Social and Governance (ESG) portfolios for the first quarter of 2023; at quarter end we counted 28 portfolios in operation, which held $7 billion in assets…

An Update on Variable ESG and Defined Outcome Portfolios

In this report we’ll get caught up with two types of variable portfolios: those that are “defined outcome” in nature – in that they protect investors against a portion of investment losses – and those...

Update: Variable ESG Portfolios

This spreadsheet concludes our coverage of variable Environmental, Social and Governance (ESG) portfolios for 2022; at year end we counted 28 portfolios in operation, which held nearly $6.8 billion in assets…

Reviewing Variable Insurance Fund Filings from March, 2023

This commentary contains our customary coverage of noteworthy variable fund filings from the prior month, and also includes some observations on trends in Environmental, Social and Governance (ESG) portfolios, citing data through the end of...