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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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The Year in Review: the Industry Sustained its Record Pace

It has been customary for us to devote our last commentary to an appraisal of the annuity business, as the year is drawing to a close, to help our readers start their process of evaluation...

Update: Variable ESG Portfolios

This spreadsheet contains our coverage of variable Environmental, Social and Governance (ESG) portfolios through the third quarter of 2023; at quarter end we counted 28 portfolios in operation, which held $7 billion in assets…

Reviewing Variable Insurance Fund Filings from November, 2023

This commentary contains our customary coverage of variable fund filings from the prior month; in it we will also get caught up with trends in Environmental, Social and Governance (ESG) portfolios, which have been growing...

Reviewing Variable Insurance Fund Filings from October, 2023

Last month the pace of variable insurance fund filing activity picked up considerably, as several new registrations came through – including a brand-new trust – as well as numerous changes, mergers, liquidations and managerial replacements…

Reviewing Variable Insurance Fund Filings from September, 2023

Usually in September variable fund filing activity is relatively moderate, but this time it picked up, as we saw an assortment of moves: a new registration, the planned replacement of a large number of funds...

Reviewing Variable Insurance Fund Filings from August, 2023

In August we identified no new variable portfolio registrations, as is usual for the summertime, but we did see a good amount of filing activity related to new share classes, sub-advisory adjustments and defined outcome...

Reviewing Variable Insurance Fund Filings from July, 2023

Similar to the prior month, in July we saw no new variable portfolio registrations, but that is typical of the summertime, when filing activity is slower. In this report we will cover developments we found...

Reviewing Variable Insurance Fund Filings from June, 2023

In our view, June was a rather slow month in terms of variable fund filing activity: we saw no new registrations, but there were some interesting changes of various types, along with the usual run...

An Update on Variable ESG and Defined Outcome Portfolios

In this report we’ll get caught up with two types of variable portfolios: those that are “defined outcome” in nature – in that they protect investors against a portion of investment losses – and those...