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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 May, 2024

In May, variable fund filing activity picked up nicely, with some interesting new registrations which we don’t expect to see this time of year. As usual there were various updates to existing offerings: managerial changes,...

Reviewing Variable Insurance Fund Filings from March, 2024

In March we saw some new variable portfolio registrations, however most filing activity had to do with managerial changes and other alterations to existing offerings…

Reviewing Variable Insurance Fund Filings from February, 2024

Usually during February we see an increase in new variable portfolio registrations, in preparation for their additions to investment platforms during the May prospectus update season. This time around things were fairly slow compared to...

Reviewing Variable Insurance Fund Filings from January, 2024

The month of January contained some interesting developments on the variable fund front, including a few new registrations, the planned merger of some VIT funds into those offered by an insurer, and several large-scale rebrandings…

Reviewing Variable Insurance Fund Filings from December, 2023

In December we saw a few new portfolio registrations – even a new variable trust – which will no doubt launch sometime this year. There was also a fairly good number of managerial changes and...

Reviewing Variable Insurance Fund Filings from November, 2023

This commentary contains our customary coverage of variable fund filings from the prior month; in it we will also get caught up with trends in Environmental, Social and Governance (ESG) portfolios, which have been growing...

Reviewing Variable Insurance Fund Filings from October, 2023

Last month the pace of variable insurance fund filing activity picked up considerably, as several new registrations came through – including a brand-new trust – as well as numerous changes, mergers, liquidations and managerial replacements…

Reviewing Variable Insurance Fund Filings from September, 2023

Usually in September variable fund filing activity is relatively moderate, but this time it picked up, as we saw an assortment of moves: a new registration, the planned replacement of a large number of funds...

Reviewing Variable Insurance Fund Filings from August, 2023

In August we identified no new variable portfolio registrations, as is usual for the summertime, but we did see a good amount of filing activity related to new share classes, sub-advisory adjustments and defined outcome...