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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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An Update on Variable Insurance Managed-Volatility Portfolios

In this brief commentary we’ll touch on trends in managed-volatility portfolios, drawing on year-end 2015 data we gathered from SEC filings, which show how assets under management in this subset of the variable fund universe...

Reviewing Variable Insurance Fund Filings from February, 2016

Each year February is a month when a large number of new variable insurance funds get filed with the SEC in preparation for their eventual addition to contracts during the May prospectus update season. This...

Puzzling Out Meanings Within Recent VA Contract and Rider Filings

In this commentary we’ll discuss some variable annuity product filings with the SEC from recent weeks that we found interesting, some of which, we’ll admit, have elements we are not yet totally clear on…

Reviewing Variable Insurance Fund Filings from January, 2016

We saw an interesting group of new variable fund registrations get registered with the SEC in January, including some that will manage volatility risks. In this report we’ll cover them as well as other interesting...

Insurers are Preparing VA Product Changes for May – and Beyond

In recent SEC filings we’ve seen interesting variable annuity developments scheduled to take place either during the May prospectus update season – typically the time when insurers update or launch new products – or even...

Reviewing Variable Insurance Fund Filings from December, 2015

In December, we noticed a few new variable fund registrations – nearly all of them fixed income offerings – plus familiar themes from prior months. In particular, there were quite a few instances of money...

Reviewing Variable Insurance Fund Filings from November, 2015

During November we saw an interesting mix of filings related to variable insurance funds, including some new registrations. Among the many changes included modifications to the objectives of managed-volatility portfolios, and more conversions of money...

Reviewing Variable Insurance Fund Filings from October, 2015

During October we saw a number of new variable fund registrations, including a few that will feature volatility management. In this report we’ll discuss them, as well as other fund-related developments…

Reviewing Variable Insurance Fund Filings from September, 2015

Last month we saw no registrations of new variable insurance funds, which is not out of the ordinary for the time of year. During the month there were plenty of changes and tweaks – among...