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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 September, 2016

This report will contain our usual coverage of variable insurance fund filings from the prior month. During September we saw no new registrations, rather most of the activity involved various changes to existing funds…

An Update on Variable Managed-Volatility Portfolios Through 2Q16

This commentary will cover trends in variable managed-volatility portfolios through the first half of 2016, citing data we compiled from trust semi-annual reports filed with the SEC…

Reviewing Variable Insurance Fund Filings from August, 2016

Last month we saw a pickup in variable insurance fund filing activity, including a number of new registrations which we’ll cover in this commentary…

Reviewing Variable Insurance Fund Filings from July, 2016

This report will contain our coverage of noteworthy variable insurance fund filings from the prior month. We saw no new registrations in July, but a good deal of activity involving sub-advisory and fee changes…

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...