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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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Update: Variable ESG Portfolios

This spreadsheet is our final 2024 update to our coverage of variable Environmental, Social and Governance (ESG) portfolios; at the close of the fourth quarter we counted 27 portfolios in operation, which held $8.1 billion...

Update: Variable ESG Portfolios

This spreadsheet updates our coverage of variable Environmental, Social and Governance (ESG) portfolios through the third quarter of 2024; at quarter end we counted 27 portfolios in operation, which held $8.3 billion in assets…

Reviewing Variable Insurance Fund Filings from November, 2024

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

Update: Variable ESG Portfolios

This spreadsheet updates our coverage of variable Environmental, Social and Governance (ESG) portfolios through the first quarter of 2024; at quarter end we counted 28 portfolios in operation, which held nearly $8.2 billion in assets…

An Update on Variable Socially-Responsible (ESG) Portfolios

In this report we’ll get caught up with variable Environmental, Social and Governance (ESG) portfolios, as we consider them a subset of the industry that bears watching. Their assets have been growing modestly in recent...

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...