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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 contains data on variable defined outcome portfolios through the first quarter of 2025. At quarter’s end we counted 23 portfolios in operation which held nearly $528 million in assets…

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…

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…

Update: Variable Defined Outcome Portfolios

This spreadsheet updates our coverage of variable defined outcome portfolios through the fourth quarter of 2023; the number of portfolios declined compared to earlier in the year due to Milliman closing out its series. At...

Update: Variable Defined Outcome Portfolios

This spreadsheet updates our coverage of variable defined outcome portfolios through the third quarter of 2023; the number of portfolios declined compared to earlier in the year due to multiple closures by Milliman. At quarter’s...

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…

Update: Variable Defined Outcome Portfolios

This spreadsheet concludes our coverage of variable defined outcome portfolios for 2022; during the fourth quarter 23 portfolios began reporting assets. At quarter’s end we counted 109 portfolios in operation which held $263.6 million in...

Update: Variable ESG Portfolios

This spreadsheet concludes our coverage of variable Environmental, Social and Governance (ESG) portfolios for 2022; at year end we counted 28 portfolios in operation, which held nearly $6.8 billion in assets…