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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.

Reviewing Variable Insurance Fund Filings from October, 2022

This report contains our coverage of noteworthy variable fund filings from October – during the month we saw several new registrations along with the usual run of changes to investment platforms. As has been the...

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...

An Update on Variable Defined Outcome Portfolios Through 2Q22

The number of variable defined outcome portfolios in operation has increased greatly this year, as well as their assets under management, thus we view this investment type as one to watch in the quarters ahead....

Reviewing Variable Insurance Fund Filings from August, 2022

During the summer months, variable fund filing activity in usually light, and such was the case in August. That said, we did see an assortment of filings related to defined outcome portfolios…

Reviewing Variable Insurance Fund Filings from July, 2022

In July, we saw a moderate degree of variable fund filing activity – including a pair of new defined outcome portfolio registrations – which we’ll cover in this report. We will also provide a brief...

Notes on Annuity Filings and Launches of Recent Weeks

This week we’ll get caught up with product filing and launch activity around the industry, as much has been going on. Given the very upbeat outlook for annuity sales over the near term – largely...

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....

Reviewing Variable Insurance Fund Filings from May, 2022

In May we saw an increase in variable portfolio registrations, quite a few of them of defined outcome portfolios, which in our view are gaining favor because they have downside protection features similar to registered...

Shining a Spotlight – on The Growth of ESG Portfolios in the Market

Anyone who follows the financial markets knows that Environmental, Social and Governance (ESG) investing is one of the hottest topics out there; our objective in this report is to show how this theme has steadily...