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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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Monthly fund report
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Reviewing Variable Insurance Fund Filings from August, 2010

It’s once again time for us to provide our monthly update on filings of variable insurance funds, and our first observation is that in August there were few new registrations, but we’re used to seeing...

Reviewing Variable Insurance Fund Filings from July, 2010

This report contains our usual highlights of variable insurance portfolio filings from the prior month, but we’ll also spend a little time considering investment platform trends around the industry, which have a strong connection to...

Reviewing Variable Insurance Fund Filings from June, 2010

This edition of the report is our regular commentary on variable insurance fund filings from the prior month, and during June the most frequent activity we saw involved change, whether through mergers, sub-advisory replacements, new...

Reviewing Variable Insurance Fund Filings from May, 2010

Compared to recent months there was a heightened amount of variable fund filing during May. We didn’t find this surprising, because we figure that as long as guaranteed living benefits are the lead story for...

Reviewing Variable Insurance Fund Filings from April, 2010

During the month of April most variable insurance fund filings with the SEC were routine prospectus updates, and we didn’t identify a great many substantive changes and adjustments, but in this report we’ll share with...

Reviewing Variable Insurance Fund Filings from March, 2010

Over the recent past we’ve described the variable annuity business as being in a period where fewer new product ideas are being launched than we’re used to for this time of year. Thus we weren’t...

Reviewing Variable Insurance Fund Filings from January-February 2010

With this report we acknowledge we fell behind on our coverage of variable insurance underlying funds, so we’re going to take the opportunity to get caught up with what happened in the months of January...

Reviewing Variable Insurance Fund Filings from December, 2009

It’s once again time for us to check in on what’s been happening with variable insurance funds, and during December there wasn’t a great deal of filing activity with the SEC, but that’s normal for...

Reviewing Variable Insurance Fund Filings from November, 2009

This November, the rate of variable insurance fund filing was relatively slow, as is usually the case each year, but we also got the feeling that insurers are being more cautious with their investment platforms,...