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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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Update: Variable ESG Portfolios

This spreadsheet updates our coverage of variable Environmental, Social and Governance (ESG) portfolios through the second quarter; at quarter’s end we counted 27 portfolios in operation, which held $6.3 billion in assets…

Update: Variable ESG Portfolios

This spreadsheet updates our coverage of variable Environmental, Social and Governance (ESG) portfolios through the first quarter of this year; during the quarter one new portfolio commenced operations while three existing ones were converted to...

Initial Coverage: Variable ESG Portfolios

This spreadsheet contains data on variable Environmental, Social and Governance (ESG) portfolios; at the end of 2021 we counted 18 portfolios in operation, which held $6.6 billion in assets…