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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 Defined Outcome Portfolios

This spreadsheet updates our coverage of variable defined outcome portfolios through the first quarter of this year; during the quarter the number of portfolios in our coverage and their assets increased greatly due to 26...

Update: Variable ESG Portfolios

This spreadsheet updates our coverage of variable Environmental, Social and Governance (ESG) portfolios through the first quarter of this year; during the quarter one new portfolio commenced operations while three existing ones were converted to...

Initial Coverage: Variable ESG Portfolios

This spreadsheet contains data on variable Environmental, Social and Governance (ESG) portfolios; at the end of 2021 we counted 18 portfolios in operation, which held $6.6 billion in assets…

An Update on Variable Managed-Volatility Portfolios Through 4Q21

This spreadsheet concludes our coverage of variable insurance volatility-managed portfolios for 2021. By our count, as of December 31 there were 197 such portfolios in operation; assets grew slightly from the prior quarter to nearly...

An Update on Variable Managed-Volatility Portfolios Through 3Q21

This spreadsheet updates our coverage of variable insurance volatility-managed portfolios for the third quarter of 2021. By our count, as of September 30 there were 197 such portfolios in operation, three fewer than the previous...

An Update on Variable Managed-Volatility Portfolios Through 2Q21

This spreadsheet updates our coverage of variable insurance volatility-managed portfolios for the second quarter of 2021. By our count, as of June 30 we counted 200 such portfolios in operation, containing over $288 billion in...

An Update on Variable Managed-Volatility Portfolios Through 1Q21

This spreadsheet commences our coverage of variable insurance volatility-managed portfolios for 2021. By our count, at the end of the fourth quarter there were 203 such portfolios in operation, containing over $284 billion in assets…

An Update on Variable Managed-Volatility Portfolios Through 4Q20

This spreadsheet concludes our coverage of variable insurance volatility-managed portfolios for 2020. By our count, at the end of the fourth quarter there were 203 such portfolios in operation, containing nearly $281 billion in assets…

An Update on Variable Managed-Volatility Portfolios Through 2Q20

This is our second quarter snapshot of developments in variable managed-volatility portfolios, in which we will cite data we compiled from trust semi-annual reports. As we usually do this time each year, we will have...