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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, 2020

February is usually when many new variable portfolios are registered in preparation for the May prospectus update season and such was again the case this year. During the month we also noticed quite a few...

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 December, 2019

This report is our last installment of our monthly coverage of notable variable insurance fund filings from 2019. In December we didn’t see many new fund registrations, but there was no shortage of changes and...

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...

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 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 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...