North America News

Annuities: Prof Siegel’s index earns SRP accolade, SEC simplifies forms for Rilas

North America | Products

02 Oct 2023 by SRP News

The US SEC has proposed a tailored registration form for Rilas; Farmers debuts FIA; Salt Financial and Nasdaq expand vol control suite; and more.

SRP Americas 2023: brighter days for the insurance industry

North America | Conferences

29 Sep 2023 by Summer Wang

A group of five panellists discussed innovation and customisation in the RILA and FIA markets during the SRP Americas 2023 Conference, held in Chicago on 27 September.

SRP Americas 2023: macro trends bring principal-protected products in focus

International | Conferences

28 Sep 2023 by Jocelyn Yang

Panellists speak about how the macroeconomic market trends impact the structured products space in times of the post-regional banking crisis and higher interest rates.

SRP Americas Awards 2023: all the winners

International | Industry

28 Sep 2023 by SRP News

The best in class in the structured product industry gathered last night in Chicago for the SRP Americas Awards 2023. The full list of winners is below.

TIS Ratio: benchmark vs risk control

North America | Indices

27 Sep 2023 by Jay Watson & Trent McKinnon - The Index Standard

The Index Standard has released a new functionality to create an apples-to-apples comparison of raw index performance for FIAs.

SRP Americas Annuities POY 2023: Marie-Laure Chandumont

North America | Conferences

26 Sep 2023 by Jocelyn Yang

The head of insurance, cross-asset derivatives solutions at Barclays is the recipient of this year’s SRP Americas Personality of the Year Annuities award, after securing the most votes from market participants in the SRP Americas 2023 survey.

Zebra Capital: standardisation to make custom underlyings more attractive

North America | Indices

20 Sep 2023 by Pablo Conde

Custom indices including quantitative investment strategies (QIS) and multi-asset indices can offer a more diversified exposure for investors and minimise risks.

Zebra index anniversary - exploiting behavioural bias v backtesting

North America | Indices

19 Sep 2023 by Pablo Conde

The index is the first to be founded on Pr. Roger Ibbotson's behavioural finance research, which found that investors could achieve higher returns with less risk by removing overly popular and overly volatile stocks.

Goldman appoints head of the third-party wealth business

North America | People

18 Sep 2023 by SRP News

The US bank has launched an RIA ‘go-to-market’ strategy as it redoubles its efforts to serve this segment of the US market.