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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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Defined Outcome Portfolios
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An Update on Variable Defined Outcome Portfolios Through 4Q24

Through last fourth quarter, the number of variable defined outcome portfolios in operation stayed steady, but assets under management in them increased; in this report we will conclude our coverage of these portfolios for 2024…

Update: Variable Defined Outcome Portfolios

This spreadsheet concludes our coverage of variable defined outcome portfolios for 2024. At year’s end we counted 23 portfolios in operation which held $515.4 million in assets…

Reviewing Variable Insurance Fund Filings from February, 2025

In February, we saw fewer new variable portfolio registrations than we were used to in past years, but there were a few. There was much more activity in terms of manager replacements and other changes...

Another Filing Update – Including Some New Registrations

It wasn’t that long ago we provided our readers with a rundown of variable annuity product filings from the start of the year, but now we feel another update is in order, as some interesting...

Reviewing Variable Insurance Fund Filings from January, 2025

In January, variable fund filing activity was slow in our view, but that’s typical, as new registrations tend to get submitted the following month in order to be ready for the May prospectus update season....

Reviewing Variable Insurance Fund Filings from December, 2024

Variable fund filing activity was pretty substantial in December, with new registrations, new share classes and an assortment of changes. A good number of the latter are to take place this year…

Reviewing Variable Insurance Fund Filings from October, 2024

Variable portfolio filing activity picked up in October as there were multiple registrations, some of them connected to large-scale reorganizations that have been a trend in the industry of late…

Update: Variable Defined Outcome Portfolios

This spreadsheet updates our coverage of variable defined outcome portfolios through the second quarter of 2024. At quarter’s end we counted 23 portfolios in operation which held $423.5 million in assets…

An Update on Variable Defined Outcome Portfolios Through 2Q24

We are overdue in providing our subscribers with perspective on variable defined outcome portfolios, therefore in this report we will do so, citing data we have compiled from regulatory filings…