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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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Our Customary Look Back on the Variable Annuity Industry In 2017

As usual, our last commentary of December is a reflection on how the variable annuity business performed this year, based upon what we know thus far from sales levels and product developments…

Reviewing Variable Insurance Fund Filings from November, 2017

During November the rate of variable fund filing tends to slow down, and such was the case this year. We noticed no new registrations and only a moderate amount of other activity…

Reviewing Variable Insurance Fund Filings from October, 2017

This report contains our coverage of noteworthy variable fund filings from October. It was a fairly active time – during the month we saw new fund registrations along with numerous changes to investment platforms…

Reviewing Variable Insurance Fund Filings from September, 2017

Last month we saw a good number of interesting variable insurance fund filings, including new registrations, shareholder votes on various issues, and sub-advisory replacements, which we’ll cover in this report…

Some Noteworthy VA Product Changes from Recent Filings

While activity along the variable annuity product pipeline has been slower than usual of late, we did manage to find a few interesting developments in recent SEC filings which we’ll cover in this report…

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…