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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 Managed-Volatility Portfolios Through 2Q17

This report continues our regular coverage of trends in variable insurance managed-volatility portfolios, referencing data compiled through the first half of this year…

Reviewing Variable Insurance Fund Filings from August, 2017

This report contains our customary coverage of noteworthy variable insurance fund filings from the prior month. In August we saw a few new registrations, and quite a few adjustments to fees and expenses…

Notes on Recent Variable Annuity Benefit Rate Sheet Updates

In our following of activity along the variable annuity product filing pipeline of recent weeks, we came to the opinion that things are rather slow going; however we did see multiple benefit rate sheet updates,...

Reviewing Variable Insurance Fund Filings from July, 2017

Variable fund filing activity has started to pick up this summer: in this report we’ll cover a number of interesting new portfolios that were registered in July, as well as investment platform adjustments…

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…

Summer Thoughts – On Competitive Conditions in the VA Business

As we opined in our last commentary, activity along the variable annuity product pipeline continues to be rather slow, thus we don’t have a great deal of new developments to cover. Our intention with this...

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..

An Assortment of VA Product Filings – and Other Items – from April and May

It’s about time we checked in on the variable annuity product pipeline because we noticed a good mix of interesting filings come through over the past few months, most of them debuting during the May...

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...