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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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Reviewing Variable Insurance Fund Filings from February, 2026

Variable fund filing activity in February is usually pretty active as industry players prepare for the May prospectus update season. This time around we saw one new registration along with an interesting batch of managerial...

Reviewing Variable Insurance Fund Filings from January, 2026

Variable fund filing activity last month was moderate – we identified no new registrations – but there was the usual run of managerial changes and reorganizations we have been used to seeing of late…

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...

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...