Tag: Custom indices
HSBC: inflation, higher rates driving demand for QIS
International | Indices
14 Sep 2023 by Pablo Conde
HSBC is one of the most active providers of custom indices to the structured products market across regions.
Strategy & custom indices – banking on diversification needs
International | Indices
13 Sep 2023 by Tim Mortimer - FVC
The use of strategy and custom indices has had a long and rich history within retail structured products markets for many years.
FTSE Russell: the great US equity regime change
International | Indices
12 Sep 2023 by Pablo Conde
The index provider believes that timing the regime change between growth and value and allocating to style on a trend surfing basis can reap extra returns to investors.
Strategy & custom indices – banking on diversification needs
International | Expert View
12 Sep 2023 by Tim Mortimer - FVC
The use of strategy and custom indices has had a long and rich history within retail structured products markets for many years.
MSCI: no room for black-box despite growing appetite for new approaches
North America | Indices
07 Sep 2023 by Pablo Conde
The craze around strategy and customised indices in the US annuities market and beyond has not gone unnoticed at MSCI.
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.
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.
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.
BITA: customisation means opportunities for NexGen index providers
International | Features
04 Sep 2023 by Pablo Conde
Index technology company BITA is leveraging its technology to penetrate the structured products market and offer a one-stop shop in areas such as custom basket and index setup, back testing, BMR administration and post-trade integration.
