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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, 2016

This report will cover variable fund filings from June that we found notable. During the month a significant amount of activity we saw involved changes to sub-advisors and fees…

Reviewing Variable Insurance Fund Filings from April-May, 2016

In this report we’ll get caught up with noteworthy variable fund filings from the months of April and May. We didn’t see too many new fund registrations during the two months; most filings involved adjustments...

Reviewing Variable Insurance Fund Filings from March, 2016

During March the pace of variable fund filing activity was pretty lively in our view, and among interesting developments was the introduction of a new sub-advised trust from insurer Guardian Life…

An Update on Variable Insurance Managed-Volatility Portfolios

In this brief commentary we’ll touch on trends in managed-volatility portfolios, drawing on year-end 2015 data we gathered from SEC filings, which show how assets under management in this subset of the variable fund universe...

Reviewing Variable Insurance Fund Filings from February, 2016

Each year February is a month when a large number of new variable insurance funds get filed with the SEC in preparation for their eventual addition to contracts during the May prospectus update season. This...

Casual Thoughts on the Variable Annuity Business as Q1 Winds Down

This will be a very brief commentary containing random thoughts on the variable annuity scene, as it looks to us at this point in the year. The brevity of this report is mostly due to...

Puzzling Out Meanings Within Recent VA Contract and Rider Filings

In this commentary we’ll discuss some variable annuity product filings with the SEC from recent weeks that we found interesting, some of which, we’ll admit, have elements we are not yet totally clear on…

Reviewing Variable Insurance Fund Filings from January, 2016

We saw an interesting group of new variable fund registrations get registered with the SEC in January, including some that will manage volatility risks. In this report we’ll cover them as well as other interesting...

Notes on New Variable Annuity Contracts Filed Recently With the SEC

This report will cover a number of new variable annuity contracts registered last week, which to us provide evidence that the industry product pipeline is beginning to pick up…