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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 January, 2020

In January multiple new variable insurance funds were filed with the SEC – including an ESG offering – while the most noteworthy changes to existing funds, in our view, involved sub-advisory replacements and proposed liquidations...

Reviewing Variable Insurance Fund Filings from November, 2019

This report contains our customary coverage of notable variable insurance fund filings from the prior month. During November we saw one new registration, while the most common changes were sub-advisory replacements, mergers and liquidations, as...

Reviewing Variable Insurance Fund Filings from September and October, 2019

In this commentary we’ll get caught up with two months’ worth of noteworthy variable insurance fund filing activity. During that time there were quite a few interesting developments, and new registrations...

An Update on Managed-Volatility Portfolios With Data Through 2Q19

In this report we’ll get caught up with our coverage of variable insurance managed-volatility portfolios, as we have just finished compiling data through the first half of this year…

Reviewing Variable Insurance Fund Filings from August, 2019

During the month of August, we didn’t see a great deal of variable fund filing activity. One new registration came through, but the most prevalent occurrences were changes to sub-advisors, portfolio fees and expenses...

Reviewing Variable Insurance Fund Filings from June, 2019

This will be a fairly long commentary because variable insurance fund filing activity picked up nicely last month – among notable developments was the filing of a newly-formed trust containing a large number of fund...

Reviewing Variable Insurance Fund Filings from May, 2019

This commentary will be our customary look back at noteworthy variable insurance fund filings from the prior month. In May we did not see any new fund registrations, rather we found most activity centered around...

Another Update – Covering a Wide Variety of Filings from April, 2019

In this report we’ll get caught up with noteworthy variable annuity filings from the month of April. During that time we saw a few new registrations, amendments to contracts currently in the pipeline, and plenty...

Reviewing Variable Insurance Fund Filings from February, 2019

Historically February is when many new variable funds are filed in preparation for the May prospectus update season when such funds will be added to variable contracts. That pattern was very much in effect this...