Tag: Indexed annuities
SG: prop indices work well in dynamic rates environment
International | Indices
25 Sep 2023 by Pablo Conde
The launch of the SG Smart Climate Index earlier this summer adds to the bank’s 35 in-house indices used as underlying for live structured products sold across retail markets.
RBC Capital Markets – sentiment, risk appetite driving adoption of custom underlyings
International | Indices
15 Sep 2023 by Pablo Conde
The ability to slice and dice new datasets and capture market trends has fueled the development of new underlyings which have captured the imagination of investors.
Solactive: volatility factor strategies are back
International | Indices
06 Sep 2023 by Pablo Conde
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.
RBC Capital Markets: risk control indexes will likely have a higher volatility target
North America | Features
31 Aug 2023 by Pablo Conde
It has only been a month since Mike Heraty joined RBC Capital Markets after more than six years at Credit Suisse, but the senior banker already has a full agenda.
Indexed annuities set new sales record
North America | Products
09 Aug 2023 by SRP News
Record-high sales of registered index-linked and fixed indexed annuities push overall sales growth in the second quarter 2023, new proprietary underlyings enter market.
Annuities: new custom underlyings launched, FIA post double-digit growth
North America | Industry
16 May 2023 by SRP News
The new risk control proprietary indices add to a growing range of underlyings seen in the US indexed annuities market which continues to break sales records.
Litigation: FIA lawsuit spotlights prop index backtesting flaws
North America | Regulations & Legal
18 Apr 2023 by SRP News
A group of investors say they were misled by a fixed indexed annuity that fell far short of back-testing promises and returned almost nothing.
The Index Standard: selling on a backtest can be dangerous
North America | Features
28 Mar 2023 by Pablo Conde
As the number of complex underlyings grows in the US annuity market, the research firm is targeting market participants with a new set of analytic tools to understand the dynamics of financial products linked to indices.
TIS: benchmark indices are not designed for structured products
North America | Indices
21 Mar 2023 by Pablo Conde
The Index Standard annuity indices 2022 year in review shows that most of the best performing indices in the market had some exposure to defensive factors.