Insights by Tag:

Strategy indices

Market
SRP launches Strategy & Custom Index Report

05 Oct 2023

SRP launches Strategy & Custom Index Report

The fourth chapter of the SRP Index Report 2023 is available for download now.

Products
Strategy indices: SD3E in a league of its own

26 Sep 2023

Strategy indices: SD3E in a league of its own

The index was responsible for around 38% of all sales volumes invested in strategy indices between 2019-2022.

Products
HSBC: inflation, higher rates driving demand for QIS

14 Sep 2023

HSBC: inflation, higher rates driving demand for QIS

HSBC is one of the most active providers of custom indices to the structured products market across regions.

Products
FTSE Russell: the great US equity regime change

12 Sep 2023

FTSE Russell: the great US equity regime change

The index provider believes that timing the regime change between growth and value and allocating to style on a trend surfing basis can reap extra returns to investors.

Products
MSCI: no room for black-box despite growing appetite for new approaches

07 Sep 2023

MSCI: no room for black-box despite growing appetite for new approaches

The craze around strategy and customised indices in the US annuities market and beyond has not gone unnoticed at MSCI.

Products
Solactive: volatility factor strategies are back

06 Sep 2023

Solactive: volatility factor strategies are back

Solactive increased its visibility as an active provider in the strategy and custom index space following a partnership with Goldman Sachs in mid-2020 to replace Motif Capital as the calculating agent and administrator for three families of indices - National Defense, Aging of America and Artificial Intelligence.

Products
TIS - Reliance on the SPX almost commoditised the FIA market

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.

Products
Product wrap: Goldman strategy index tracks dynamic basket of alternative managers

02 Dec 2022

Product wrap: Goldman strategy index tracks dynamic basket of alternative managers

In this week’s wrap, we look at a selection of structured products with strike dates between 27 November and 3 December 2022.

Products
Index groups in structured products (part 2): next generation indices

14 Apr 2021

Index groups in structured products (part 2): next generation indices

The use of indices as underlyings in structured products forms the most popular group of assets because of the wide choice that exists among different index types.

Products
Exclusive: Citi teams up with S&P, MSCI to deliver ‘buy the dip-like’

07 Jan 2020

Exclusive: Citi teams up with S&P, MSCI to deliver ‘buy the dip-like’

Citi has partnered with S&P and MSCI to deploy the S&P 500, MSCI EAFE and MSCI Emerging Markets dynamic participation indexes (DIP) for structured products.