Tag: Annuities
SRP Americas 2023 Personality of the Year, annuities: 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.
SRP in brief: setting the benchmark
International | Industry
04 Sep 2023 by Amelie Labbe
UBS, which absorbed troubled Swiss bank Credit Suisse earlier this year, saw revenue expand. Elsewhere, King & Shaxson Capital Markets (KSCM), launched the first structured product programme listing on its KSCM Euro List multilateral trading facility.
Latest: DDV welcomes EU’s u-turn on inducements, questions restrictions on non-advised segment
International | Industry
02 Jun 2023 by SRP News
In the latest roundup, we look at the response from the German association to the new EU retail investment plans; new products from Stableton Financial, Osaka Exchange and Leverage Shares, as well as the regulatory approval for Merqube to operate in the UK.
Global Atlantic debuts Rila on UBS prop climate index
North America | Products
25 Jul 2022 by Summer Wang
The US insurer’s first registered index-linked annuity (Rila), ForeStructured Growth, is linked to a variety of indices including the UBS Climate Aware Equity Index, ‘a pioneering climate-focused index’ in the US Rila market.
Latest: US annuity sales highest since 2008
International | Industry
05 Apr 2022 by SRP News
Investor demand for products offering a balance of protection and growth dominate in 2021.
Multi-asset indexed annuities take lead, fail to deliver
North America | Products
11 Feb 2022 by Lavanya Nair
Mean variance optimisation has become the dominant allocation process for risk control indices used in annuities.
Marex joins US MIP in distribution push
North America | Technology
08 Dec 2021 by Pablo Conde
The non-banking issuer of structured products wants to capitalise on the multi-issuer platform’s client base to expand its reach.
Fiduciary standards for indexed annuity sales raise concerns
North America | Regulations & Legal
16 Nov 2021 by Lavanya Nair
The rising demand for retirement products including fixed indexed annuities (FIAs) and registered Index-Linked Annuities (Rilas) is raising concerns among market players who fear heightened regulatory intervention from lawmakers.
SRP in brief: all about the baseline
International | Industry
04 Oct 2021 by Amélie Labbe
A new M&A deal was announced in the past few days in the brokerage space, as a push around ESG and people moves continues in Asia Pacific.
