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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 December, 2006

Variable fund filings from December reflected the current emphasis in our business on asset allocation in its various forms, whether through investing in baskets of conventional mutual funds, or newer ideas like Exchange Traded Funds...

Reviewing Variable Insurance Fund Filings from November, 2006

We continue to see variable insurers add funds with sophisticated quantitative and non-correlative investment methods, and one of these cropped up in November, however during that month most activity centered on tweaking and consolidating investment...

Reviewing Variable Insurance Fund Filings from October, 2006

Over the month of October, we identified 46 new variable funds registered, and these reflected the current popular interest in hedging and shorting strategies, Exchange-Traded Funds (ETFs), and the use of mathematical modeling in devising...

Reviewing Variable Insurance Fund Filings from September, 2006

Of the new variable funds registered in September quite a few were illustrative of the current interest in protective or non-correlative investment styles, long/short strategies or sectors like natural resources or commodities. And yet more...

Reviewing Variable Insurance Fund Filings from August, 2006

Over the month of August we saw a pickup in the rate of new variable insurance fund registrations, with eight coming out. In addition there were many adjustments done to fund platforms – albeit in...

Reviewing Variable Insurance Fund Filings from July, 2006

In composing our usual roundup of variable fund filings from the previous month, we did not see a great many new registrations in July. We identified just two, but they were fairly notable: one was...

Reviewing Variable Insurance Fund Filings from June, 2006

We identified 14 new variable insurance funds filed in the month of June, a fairly good number. In addition, activity was fairly energetic around sub-advisory and name changes, mergers, closings and other modifications, covering a...

Reviewing Variable Insurance Fund Filings from May, 2006

In the month of May we found just two new variable insurance portfolios filed, although we saw quite a few name changes, adjustments and new share classes which we’ll mention in our monthly look at...

Reviewing Variable Insurance Fund Filings from April, 2006

We identified just three new variable insurance funds registered with the SEC in the month of April, the reduced activity probably because most new investment options had already been filed earlier, well in advance of...