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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 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…

Update: Variable ESG Portfolios

This spreadsheet updates our coverage of variable Environmental, Social and Governance (ESG) portfolios through the third quarter of last year; at quarter’s end we counted 28 portfolios in operation, which held almost $6.45 billion in...

Update: Variable Defined Outcome Portfolios

This spreadsheet updates our coverage of variable defined outcome portfolios, and they continued to grow in number rapidly over the third quarter of 2022; during the quarter 19 new portfolios started reporting assets. At the...

Update: Variable ESG Portfolios

This spreadsheet updates our coverage of variable Environmental, Social and Governance (ESG) portfolios through the second quarter; at quarter’s end we counted 27 portfolios in operation, which held $6.3 billion in assets…

Update: Variable Defined Outcome Portfolios

This spreadsheet updates our coverage of variable defined outcome portfolios through the second quarter; during the quarter the number of portfolios in our coverage again increased greatly due to new ones commencing operations. At quarter’s...