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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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Reviewing Variable Insurance Fund Filings from June, 2016

This report will cover variable fund filings from June that we found notable. During the month a significant amount of activity we saw involved changes to sub-advisors and fees…

Reviewing Variable Insurance Fund Filings from April-May, 2016

In this report we’ll get caught up with noteworthy variable fund filings from the months of April and May. We didn’t see too many new fund registrations during the two months; most filings involved adjustments...

Reviewing Variable Insurance Fund Filings from March, 2016

During March the pace of variable fund filing activity was pretty lively in our view, and among interesting developments was the introduction of a new sub-advised trust from insurer Guardian Life…

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...

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...

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...