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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 February, 2021

Variable fund filing activity usually picks up in February, as new offerings are registered so that they can launch in time for the May prospectus season. This year we did see a few new arrivals,...

Reviewing Variable Insurance Fund Filings from December, 2020

This will be a longer-than-usual variable fund report as December was quite an active time, especially for insurer Jackson National, which filed numerous moves, including new fund registrations, sub-advisory changes and reorganizations which are scheduled...

Reviewing Variable Insurance Fund Filings from November, 2020

In November we saw several new variable fund registrations, most notable among them a series of defined outcome funds that mimic the attributes of registered index-linked annuities (RILAs) in that they will offer limited protection...

Reviewing Variable Insurance Fund Filings from October, 2020

During October we saw a number of new variable fund registrations and not surprisingly, most of them will invest in fixed income – an asset class that has managed to generate positive flows in recent...

Reviewing Variable Insurance Fund Filings from September, 2020

This report contains our customary look back at notable variable fund filings from the prior month, in which we saw a good deal of activity for the autumn, with two insurers registering new portfolios and,...

Reviewing Variable Insurance Fund Filings from July and August, 2020

This report will cover noteworthy variable insurance fund developments from the months of July and August. We usually see light filing activity during the summer, but this time around it was pretty lively, with multiple...

Reviewing Variable Insurance Fund Filings from June, 2020

In June we noticed no new variable insurance fund registrations come through but did see a great deal of activity involving changes to investment platforms, such as sub-advisory replacements and adjustments to fund fees and...

Reviewing Variable Insurance Fund Filings from May, 2020

In our view, the rate of variable insurance fund filing activity was slow in May but that was to be expected since new portfolios set to debut this year would have been registered well in...

Reviewing Variable Insurance Fund Filings from April, 2020

In our view some interesting variable insurance fund filings came through during April, including a few new registrations, sub-advisory and fee changes, and prospectus supplements addressing market risk issues in light of the COVID-19 crisis…