Tag: Fixed indexed annuities
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.
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.
SG plays S&P 500 narrative with climate specific angle
North America | Indices
06 Sep 2023 by SRP News
The French bank is making inroads in the US annuities market with its latest custom index.
TIS - Reliance on the SPX almost commoditised the FIA market
North America | Indices
05 Sep 2023 by Pablo Conde
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.
Annuities: GS prop play enters market, FIA/RILAs claim new heights
North America | Products
01 Sep 2023 by SRP News
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.
HSBC deploys new AWS powered equity play via indexed annuity
North America | Products
21 Apr 2023 by SRP News
The UK bank has expanded its range of indices leveraging AI and machine learning.
Latest: Fixed indexed annuities grow by 25% YoY, Rilas up 6%
International | Industry
10 Mar 2023 by SRP News
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.
ESG series – underlyings aimed at retirement investors need deep liquidity
North America | Features
28 Feb 2023 by Pablo Conde
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.
BlackRock: FIAs, critical in holistic portfolio construction
North America | Industry
07 Dec 2022 by SRP News
Research from the firm’s retirement insurance team shows that fixed indexed annuities can add value and protection to retirement investors.
