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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 March, 2020

In March there’s usually less variable insurance fund filing activity compared to the prior month, which was again the case this year. However, we did see several new registrations, and there was no shortage of...

A Final Note on Managed-Volatility Portfolio Trends in 2019

In our view, variable managed-volatility portfolios performed relatively well in 2019, benefiting from the momentum in the equity markets that prevailed through most of the year. This brief report will conclude our coverage of such...

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...

Notes on Interesting New Variable Annuities Filed in Early 2020

This will be a brief report covering new variable annuities registered with the SEC lately – which we think provide an early indication as to what kind of products will be popular in 2020...

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...

Our Customary Quick Take on How the VA Industry Performed In 2019

Since we started publishing The Soleares Report, at the end of each year have provided a review – like this one – of how the variable annuity industry fared based on currently-available data, which is...

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...

An Update on Variable Annuity Product Filings from Recent Months

In this report we’ll get caught up with some variable annuity product filings submitted to the SEC from October through the middle of this month. It was an interesting mix, including new contracts and riders...