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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 April, 2019

In April we saw an increase in variable insurance portfolio filing activity, with quite a few new registrations and a number of interesting modifications to insurers’ investment platforms…

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...

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 January, 2019

In our view, the month of January was a rather busy one in terms of variable insurance fund filings, highlights of which we’ll cover in this commentary. In addition to multiple new registrations we saw...

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….

Reviewing Variable Insurance Fund Filings from November, 2018

This commentary contains our customary review of variable fund-related filings from the prior month and a quarterly update on trends in variable managed-volatility portfolios with data through the third quarter…

Reviewing Variable Insurance Fund Filings from October, 2018

In this commentary we’ll cover noteworthy variable fund filings from last month, a time when we saw multiple registrations of new funds of funds (F-of-Fs), some that will invest in underlying exchange-traded funds (ETFs), others...

Reviewing Variable Insurance Fund Filings from September, 2018

In this commentary we’ll provide our usual review of fund-related filings from last month as well as an update on trends in variable managed-volatility portfolios through the first half of the year…

Reviewing Variable Insurance Fund Filings from August, 2018

August was another lively month for variable fund-related filings as there were a few new registrations, some new classes, and a host of interesting changes…