Research & Reports

In this commentary we’ll get caught up with variable insurance fund filings from the months of April and May, a time period that was fairly active, however we didn’t see a large number of new...

This March we didn’t see a great deal of variable insurance fund filings with the SEC. Most of the activity revolved around manager changes and the trimming down of fund platforms through mergers and liquidations…

At The Soleares Report it’s our intention to always keep up with what’s happening in variable insurance underlying funds, and in this commentary we’ll cover noteworthy filings from the first two months of this year…

It’s been our habit to provide a regular review of noteworthy variable insurance fund filings each month, however during the holiday season there were other product happenings that got us a little behind in that...

This October we thought that the rate of variable fund filing activity with the SEC was about what we usually see this time of year. There were relatively few new portfolio registrations. A continuing trend...

This report is our customary roundup of noteworthy variable insurance fund filings from the prior month. In September we did not notice many new registrations, rather most of the filing activity involved changes to existing...

In this report we’ll get caught up with variable insurance fund developments from July and August. During those months we detected an interesting mix of new registrations, fee and expense adjustments, reorganizations and manager changes…

In the past, June has been a rather slow period in terms of developments related to variable insurance portfolios. This year, however, fund filing activity picked up, and we have to think that there is...

Recently there’s been quite a bit of interesting product tweaking and modification activity occurring around the variable annuity space, enough for us to get a little behind on our monthly coverage of what’s happening in...