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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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Monthly fund report
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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...

Reviewing Variable Insurance Fund Filings from September, 2021

Last month we saw further evidence that Environmental, Social, and Corporate Governance (ESG) portfolios are migrating into the variable fund space, as a new one was filed with the SEC, and several existing portfolios modified...

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 July, 2021

After a huge pickup in variable fund registrations during the prior month, in July, filing activity slowed to more normal seasonal levels. The few new offerings were in asset classes and investment styles that are...

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...

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...

Reviewing Variable Insurance Fund Filings from April, 2021

Variable insurance fund filing activity last month was moderate, in our view, but typical of the time of year, because new funds tend to be registered by February at the latest, in order to be...

Reviewing Variable Insurance Fund Filings from March, 2021

In this report we’ll cover variable insurance fund developments from last month. While we saw a reduction in the rate of filing activity, some notable things occurred, such as the registration of a new defined...