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
Reports
All Reports Research
Sort By Topic
ESG Investing
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

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...

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...

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…

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...

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...

Thoughts on Rates, RILAs – and Related Considerations

Third quarter earnings season for stock-traded insurers has gotten underway and we are confident that on their conference calls insurers will be discussing how rising interest rates have provided a big boost to sales of...

Reviewing Variable Insurance Fund Filings from September, 2022

While fewer variable fund filings tend to come through in late summer and early fall compared to other months of the year, this September was pretty active, in our view. In this report we’ll offer...

Reviewing Variable Insurance Fund Filings from June, 2022

In June we saw a considerable amount of sub-advisory replacement activity, as well as various other changes occurring within variable portfolios, which we endeavored to capture to the best of our ability in this report....