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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, 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...

“Getting Into Modeling” – The Latest in Variable Asset Allocation Programs

Insurers have long offered various types of asset allocation and rebalancing services to their variable contract holders, to help them diversify and manage the risk associated with their sub-accounts. In fact, the performance of models...

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 March, 2006

Over the first few months of the year we’ve been noticing rather specialized variable insurance funds coming out, some “non-correlative” with the market – in that they may take an inverse position against an index...