Tag: Risk control
US start-up onboards ratings for indexed annuities
North America | Indices
24 Jun 2021 by Lavanya Nair
The firm is seeking to capitalise on increasing demand and availability of indexed annuities in the US market.
‘Designer’ indices bolster portfolios, benchmarks may now hinder
North America | Indices
03 Jun 2021 by Lavanya Nair
The Index Standard is seeking to shed light on the complexities of indices used in passive investments in the US market.
DB QIS (Part 2): Convex strategies can extract value from market recovery
International | Products
22 Apr 2021 by Pablo Conde
Convex strategies and cross-asset trend following had a good ride in Q1, but market neutral strategies underperformed.
Feature: Custom indices - growing the pie and responding to client needs
North America | Features
23 Oct 2020 by Lavanya Nair
Time and technology have shifted investors away from what was once a rigid elite circle of indices mostly provided by reigning players such as S&P, Russell and MSCI.
CNP Patrimoine launches Pergola 90 to gap-fill market deficit
Europe | Products
11 Dec 2019 by Nikolay Nikolov
CNP Assurances’ private & wealth management arm is pitching Pergola 90, a new type of structure offered in France that marries security and return on savings.
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New provider enters US annuities market, debuts SG ‘Smart Passage’ prop index
North America | Indices
04 Oct 2019 by Pablo Conde
Nassau Financial Group has entered the US accumulation market for fixed indexed annuities with a new index from Société Générale.
SRP China awards: Citic Bank Asset Management bets on vol control
Asia Pacific | Conferences
24 Sep 2019 by Jihye Hwang
China Citic Bank Asset Management Center (CNCB AMC) has won the Best Strategy Index for its Multi-Asset Trend benchmark (MAXT) at SRP China awards held at the Ritz-Carlton Pudong Hotel on September 18 in Shanghai.
The future is smart for FIAs
North America | Products
21 Aug 2019 by Tiago Fernandes and Mladen Karov
There is little doubt that fixed indexed annuities (FIAs) provide a risk-return function that investors want – they limit losses and have the ability to shape potential returns. But since interest rates have decreased, indexed annuities linked to risk control indices have become increasingly popular.
Annuities: regulators update disclosure/suitability rules on indexes
North America | Regulations & Legal
12 Mar 2019 by Pablo Conde
US State insurance regulators are revising the rules for use of new investment indexes in life insurance and retirement products in a move to introduce new requirements for disclosures and illustrations.
