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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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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...

New Structured Annuities on the Way – Plus Notes from Other Filings

In this commentary we’ll get caught up with recent developments in structured annuities – there was a new registration and the launch of one that had been in the pipeline – and we’ll also cover...

Reviewing Variable Insurance Fund Filings from July, 2019

In our view, July was a very busy month in terms of variable insurance fund filing activity, a time in which we saw a number of interesting developments that we’ll share in this commentary...

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 March, 2019

In our view, variable insurance portfolio filing activity was slow during March, thus this commentary will be a brief one compared to past fund reports. During the month we didn’t identify any new registrations, but...

An Update on Managed-Volatility Portfolios With Data Through 4Q18

This report will conclude our tracking of variable insurance managed-volatility portfolios for 2018, referencing data we have gathered from trust annual reports. In addition to trends in fund assets and returns, we will discuss refinements...

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...

Reviewing Variable Insurance Fund Filings from December, 2018

This commentary contains our customary review of variable fund-related filings from the prior month. In December we saw a smattering of new registrations plus numerous investment platform changes, including sub-advisory replacements and proposed mergers….