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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 May, 2018

On the variable insurance fund front, this May was distinguished by a fairly large amount of new registrations, which is not typical of that month. We also saw a good amount of change activity…

Reviewing Variable Insurance Fund Filings from March, 2018

This report covers variable insurance fund filings that we found interesting from last month, a time when a relatively small batch of new registrations came through, along with a fairly large amount of changes to...

An Update on Variable Managed-Volatility Portfolios Through 4Q17

This report completes our coverage of trends in variable insurance managed-volatility portfolios, referencing data through the end of 2017…

A Brief Reflection on Current Conditions in the Variable Annuity Market

Given that not much variable annuity product filing activity has occurred since our last update, this week we will provide a simple reflection on current conditions in the industry…

Our Customary Look Back on the Variable Annuity Industry In 2017

As usual, our last commentary of December is a reflection on how the variable annuity business performed this year, based upon what we know thus far from sales levels and product developments…

Reviewing Variable Insurance Fund Filings from November, 2017

During November the rate of variable fund filing tends to slow down, and such was the case this year. We noticed no new registrations and only a moderate amount of other activity…

Reviewing Variable Insurance Fund Filings from September, 2017

Last month we saw a good number of interesting variable insurance fund filings, including new registrations, shareholder votes on various issues, and sub-advisory replacements, which we’ll cover in this report…

An Update on Variable Managed-Volatility Portfolios Through 2Q17

This report continues our regular coverage of trends in variable insurance managed-volatility portfolios, referencing data compiled through the first half of this year…

Reviewing Variable Insurance Fund Filings from July, 2017

Variable fund filing activity has started to pick up this summer: in this report we’ll cover a number of interesting new portfolios that were registered in July, as well as investment platform adjustments…