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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 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...

Reviewing Variable Insurance Fund Filings from December, 2022

We found December variable fund filing activity to be lively, as we saw some new registrations that will be used in a unique reorganization effort, plenty of developments related to defined outcome portfolios, plus assorted...

Reviewing Variable Insurance Fund Filings from November, 2022

In November we saw just one new variable fund registration, while the rest of the filing activity that month was moderate and concentrated largely on manager replacements and investment platform consolidation. In this report we...

Reviewing Variable Insurance Fund Filings from October, 2022

This report contains our coverage of noteworthy variable fund filings from October – during the month we saw several new registrations along with the usual run of changes to investment platforms. As has been the...

Reviewing Variable Insurance Fund Filings from September, 2022

While fewer variable fund filings tend to come through in late summer and early fall compared to other months of the year, this September was pretty active, in our view. In this report we’ll offer...

Reviewing Variable Insurance Fund Filings from August, 2022

During the summer months, variable fund filing activity in usually light, and such was the case in August. That said, we did see an assortment of filings related to defined outcome portfolios…

Reviewing Variable Insurance Fund Filings from July, 2022

In July, we saw a moderate degree of variable fund filing activity – including a pair of new defined outcome portfolio registrations – which we’ll cover in this report. We will also provide a brief...

Reviewing Variable Insurance Fund Filings from June, 2022

In June we saw a considerable amount of sub-advisory replacement activity, as well as various other changes occurring within variable portfolios, which we endeavored to capture to the best of our ability in this report....