02 Oct 2023
Annuities: Prof Siegel’s index earns SRP accolade, SEC simplifies forms for Rilas
The US SEC has proposed a tailored registration form for Rilas; Farmers debuts FIA; Salt Financial and Nasdaq expand vol control suite; and more.
27 Sep 2023
TIS Ratio: benchmark vs risk control
The Index Standard has released a new functionality to create an apples-to-apples comparison of raw index performance for FIAs.
06 Sep 2023
SG plays S&P 500 narrative with climate specific angle
The French bank is making inroads in the US annuities market with its latest custom index.
05 Sep 2023
TIS - Reliance on the SPX almost commoditised the FIA market
The independent provider of ratings, analytical insights and forecasts on indices used in investment products is playing an increasingly relevant role in the structured products industry as it seeks to broaden the understanding of indices that have been developed specifically for this market.
01 Sep 2023
Annuities: GS prop play enters market, FIA/RILAs claim new heights
North American has licensed the new index to use on an exclusive basis on a new fixed indexed annuity (FIA); H1 indexed and structured annuity sales continue upward trend.
21 Apr 2023
HSBC deploys new AWS powered equity play via indexed annuity
The UK bank has expanded its range of indices leveraging AI and machine learning.
10 Mar 2023
Latest: Fixed indexed annuities grow by 25% YoY, Rilas up 6%
Unprecedented long-term market volatility in 2022 pushed retirement investors towards the protection offered by fixed annuities, propelling a record-high US$312.8 billion in total US annuity sales.
28 Feb 2023
ESG series – underlyings aimed at retirement investors need deep liquidity
ESG activity in the US retail structured products market remains subdued compared to other markets but the final rules on climate change expected to be released by the SEC this year could have a positive impact in the market as it will bring clarity about how people think about and use ESG in their investments.
07 Dec 2022
BlackRock: FIAs, critical in holistic portfolio construction
Research from the firm’s retirement insurance team shows that fixed indexed annuities can add value and protection to retirement investors.
06 Oct 2022
US trade associations urge vote on Rila bill
The bill would lower barriers to retirement income products by requiring the regulator to revise rules regarding developing and offering certain annuity products, including Rilas.
21 Sep 2022
SRP Americas: Rilas drive payoff migration, demand for customisation
Industry leaders joined the SRP Americas 2022 conference last week to discuss trends and innovations in the indexed insurance world and the significance of the change in the interest rate environment.
22 Aug 2022
Latest: MerQube gets further support from market players, JPM deploys new underlying
The index provider will use the funds to develop new strategies for structured notes; latest proprietary strategy developed by the investment bank reaches US indexed annuities market.