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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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Reviewing Variable Insurance Fund Filings from June, 2008

With this commentary we’re catching up again with our monthly reporting on variable insurance filings, in June we noticed more initial registrations than we were expecting, however we believe this activity reflects the fact that...

Reviewing Variable Insurance Fund Filings from April and May, 2008

Normally we publish a report each month on variable insurance fund highlights but over the recent past, so much has been happening with variable annuity living benefits and contracts that we ended up foregoing that...

Reviewing Variable Insurance Fund Filings from March, 2008

This commentary is our regular look back at notable SEC filings of variable insurance funds from the previous month. In March we did not see many new registrations, but there were numerous adjustments of different...

Reviewing Variable Insurance Fund Filings from February, 2008

Each year, February is a month with a high volume of new insurance fund filings and the number of amendments and changes is also quite high. This year was no different as we had another...

Reviewing Variable Insurance Fund Filings from January, 2008

Product creation in variable insurance funds these days is greatly influenced by the need for insurers to have their sub-accounts like up with the risk management programs backing up their living benefit guarantees, thus we’re...

Reviewing Variable Insurance Fund Filings from December, 2007

We conducted our regular monitoring of variable fund-related filings to wrap up the last month of 2007 and found evidence of investment trends we’ve been seeing in the industry. New funds-of-funds (F-of-Fs) of different types...

Reviewing Variable Insurance Fund Filings from November, 2007

In November, variable insurance fund filing activity with the SEC was pretty vigorous, and we identified 13 new registrations, notable among them some funds-of-funds (F-of-Fs) and several portfolios with a global or emerging markets focus....

Reviewing Variable Insurance Fund Filings from October, 2007

After conducting our usual compilation and review of variable fund-related filings, for October we identified 12 new registrations, most of them funds-of-funds (F-of-Fs), and in this report we’ll review them and also comment on interesting...

Reviewing Variable Insurance Fund Filings from September, 2007

Ever since we started publishing our weekly commentaries we’ve been noting how the variable insurance business has steadily been offering more sophisticated underlying investments, and in September there were a few developments related to this...