Tag: Custom indices
Insurance regulator urged to revise framework on indexed annuities
North America | Products
23 Nov 2020 by Lavanya Nair
The National Association of Insurance Commissioners (NAIC) has been advised to adopt five changes to its guidelines concerning insurance products that include indexed annuities.
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MLCDs await for change in market cycle as secular shift to structured notes continues
North America | Products
19 Nov 2020 by Marc Wolterink & Lavanya Nair
After two years of strong decline in sales volumes, the lingering long-term impact of the Covid crisis may turn out to be a good thing for market-linked certificates of deposit (MLCDs).
Credit Suisse partners with Salt in index annuities push
North America | Indices
06 Nov 2020 by Lavanya Nair
Swiss investment bank Credit Suisse has announced a partnership with index solutions provider Salt Financial in a bid to expand its quantitative investment strategies (QIS) offering.
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.
MerQube: outgrowing homogeneity in an evolving market
North America | Indices
25 Sep 2020 by Lavanya Nair & Pablo Conde
San Francisco-based index specialist firm MerQube entered the market in 2019 and has recently launched a series of ‘buffer’ and 'stacker’ indices.
HSBC China targets HNWI investors with Vantage Z structured deposits
Asia Pacific | Indices
11 Sep 2020 by Summer Wang & Pablo Conde
HSBC China has launched two structured deposits tied to its new HSBC Vantage Z Index (USD) Excess Return, which is designed to serve Chinese high-net-worth investors by including China equities as a component.
Bank of America dispatches Destinations index
North America | Indices
01 Jul 2020 by Lavanya Nair & Pablo Conde
Life insurance firm American Equity has introduced a Destinations fixed indexed annuity (FIA), a first-of-its-kind for the company, providing multiple allocation options that include a new volatility-controlled index developed with Bank of America.
Janus licenses SG Global Trends for new indexed annuity
North America | Indices
30 Jun 2020 by Lavanya Nair & Pablo Conde
The asset management firm has licensed its Janus SG Global Trends Index to life insurance and retirement company, Global Atlantic Financial Group, for a new fixed indexed annuity.
Athene, Jackson enter indexed annuities reinsurance deal
North America | Products
26 Jun 2020 by Lavanya Nair & Pablo Conde
Retirement products provider Athene announced a fixed annuity block reinsurance transaction with Jackson National Life Insurance Company, a subsidiary of Prudential.
