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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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An Update on Variable Managed-Volatility Portfolios Through 3Q21

This spreadsheet updates our coverage of variable insurance volatility-managed portfolios for the third quarter of 2021. By our count, as of September 30 there were 197 such portfolios in operation, three fewer than the previous...

Reviewing Variable Insurance Fund Filings from November, 2021

Last month we did not identify any new variable fund registrations, but we did see more of a growing pattern we noted in our last fund report: the addition of Environmental, Social, and Corporate Governance...

Reviewing Variable Insurance Fund Filings from October, 2021

Lately we’ve been reporting on how Environmental, Social, and Corporate Governance (ESG) investing is steadily becoming more prevalent in our industry, and last month that trend continued, as we saw another new ESG portfolio and...

An Update on New VA Contracts, Living Benefits and More

Activity along the variable annuity product pipeline has been steady of late, and we think this is a sign that insurers have some optimism for the coming months. We continue to see new and upgraded...

An Update on Variable Managed-Volatility Portfolios Through 2Q21

This spreadsheet updates our coverage of variable insurance volatility-managed portfolios for the second quarter of 2021. By our count, as of June 30 we counted 200 such portfolios in operation, containing over $288 billion in...

Reviewing Variable Insurance Fund Filings from August, 2021

We saw a number of interesting variable fund registrations last month – including a new series of defined outcome portfolios – along with a healthy amount of changes made to insurers’ investment platforms. We’ll discuss...

Reviewing Variable Insurance Fund Filings from June, 2021

In June we were surprised to see a bumper crop of variable fund registrations, nearly all of them defined outcome portfolios, which have protective features found on registered index-linked annuities (RILAs). This yet more evidence...

An Update on Variable Managed-Volatility Portfolios Through 1Q21

This spreadsheet commences our coverage of variable insurance volatility-managed portfolios for 2021. By our count, at the end of the fourth quarter there were 203 such portfolios in operation, containing over $284 billion in assets…

Reviewing Variable Insurance Fund Filings from May, 2021

This report contains our regular coverage of noteworthy variable insurance fund filings from the prior month, a period where we saw an uptick in new registrations, which, not surprisingly, were of in-favor fund categories and...