subscriber-login-icon
Subscriber Login
Sign Up

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.
Sort By Type
Select
All Reports Research
Sort By Topic
Monthly fund report
All 1035 exchanges Acquisition Asset allocation Benefit buyback programs Benefit exchange programs Benefit Rate Sheets Benefit risk update Commissions Compliance Contingent annuities Contract exchange programs Death benefits Deferred income annuities Defined Outcome Portfolios Distribution DOL fiduciary rule Dual Direction ESG Investing Fee-based annuities Fixed annuities Fixed-indexed annuities Hedging Immediate annuities IOVAs IRAs Living benefits Managed-volatility portfolios Marketing Merger Monthly fund report Net flows Pensions Principal protection Purchase provisions Qualified plans Quarterly earnings report Quarterly reports Registered Index-Linked Annuities Reinsurance Reserving Sales Suitability Taxes Variable annuities Variable funds Variable life Year in review report

Reviewing Variable Insurance Fund Filings from June, 2017

This will be a longer-than-usual fund report because during June we saw a surge in filing activity, including quite a few new portfolio registrations. There was also no shortage of changes of various types…

Reviewing Variable Insurance Fund Filings from May, 2017

This report will cover two subjects: our customary review of noteworthy variable fund filings from last month, and trends in variable insurance managed-volatility portfolios, drawing on first-quarter data we compiled from SEC filings..

Reviewing Variable Insurance Fund Filings from April, 2017

This report contains our regular coverage of noteworthy variable fund filings from the prior month. We saw no new fund registrations come through in April, as was the case in March – and we attribute...

Reviewing Variable Insurance Fund Filings from March, 2017

This report covers notable variable fund developments from the last month, a time in which we saw no new registrations, but a good amount of filings that made changes to investment platforms…

Reviewing Variable Insurance Fund Filings from February, 2017

This report contains our customary coverage of noteworthy variable fund filings from the prior month. During February we noticed a number of new registrations, including some that will pursue alternative investment and managed-volatility strategies, which...

Reviewing Variable Insurance Fund Filings from January, 2017

In this report we'll get started with our coverage of notable variable insurance fund filings for each month of 2017. During January we identified just one new registration, yet there were a good number of...

Reviewing Variable Insurance Fund Filings from December, 2016

With this report we’ll wrap up our coverage of notable variable insurance fund filings from last year. During December there were a number of interesting new registrations, including some managed-volatility portfolios…

Reviewing Variable Insurance Fund Filings from November, 2016

This report contains our regular coverage of notable variable insurance fund filings from the prior month. During November we saw a number of new registrations and other interesting things, including multiple proposed fund mergers and...

Reviewing Variable Insurance Fund Filings from October, 2016

In this report we’ll cover noteworthy variable insurance fund filings from October, including a few new registrations…