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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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Defined Outcome Portfolios
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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...

Update: Variable Defined Outcome Portfolios

This spreadsheet contains our coverage of variable defined outcome portfolios for the first quarter of 2023; during the quarter seven portfolios began reporting assets. At quarter’s end we counted 116 portfolios in operation which held...

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...

Reviewing Variable Insurance Fund Filings from May, 2023

In May we saw a moderate amount of variable fund filing activity: a few new registrations, a smattering of managerial changes, and more details on defined outcome portfolios that commenced operations. We will provide our...

Reviewing Variable Insurance Fund Filings from April, 2023

This commentary contains our coverage of noteworthy variable fund news from April, a time which was relatively slow in terms of filing activity, although there were a few significant developments…

Update: Variable Defined Outcome Portfolios

This spreadsheet concludes our coverage of variable defined outcome portfolios for 2022; during the fourth quarter 23 portfolios began reporting assets. At quarter’s end we counted 109 portfolios in operation which held $263.6 million in...

Wrapping Up Coverage of Defined Outcome Portfolios for 2022

Over the last quarter of 2022, the number of variable defined outcome portfolios in the industry continued to grow substantially, as did their assets under management. In this report we will conclude our reporting on...

Reviewing Variable Insurance Fund Filings from February, 2023

It is usually the case that numerous new variable portfolios are registered in February – in order for them to be added to prospectuses during the May update period – and that pattern held true...

Reviewing Variable Insurance Fund Filings from January, 2023

As was the case the previous month, January activity on the variable fund front was rather brisk, as there were a number of new registrations, several in the bond category. There were also plenty of...