Tag: Custom indices
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.
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.
Belgium 9M 2022: FSMA says no to house-indices
Europe | Products
23 Nov 2022 by Marc Wolterink & Nikolay Nikolov
Belgian investors opt for interest-linked structures as the regulator put a stop to complex indices.
BofA debuts AI-based QIS strategy
North America | Indices
16 Nov 2022 by Pablo Conde
The US bank has launched a new custom index in the US market via indexed annuity structures.
Scotiabank furthers collaboration with BNP Paribas in Mexico
Latin America | Products
11 Aug 2022 by Pablo Conde
The two banks have partnered to launch the first ever structured product linked to MSCI indexes in Latin America.
SG: indexed annuities are helping bring AI to market, build performance track
North America | Indices
04 Aug 2022 by Pablo Conde
The French bank has partnered with Ai for Alpha to launch a new custom index for the US annuities market.
Morningstar: structured products are a fundamental part of our global growth strategy
International | Features
11 Jul 2022 by Pablo Conde
The US index provider is expanding its footprint in the retail structured products market as part of its global growth strategy to build and expand its channels of distribution.
Euronext: almost impossible to meet all EU, national requirements
Europe | Indices
31 May 2022 by Pablo Conde
Euronext made the headlines on this year’s SRP Europe Awards after a structure sold in France by Hedios and issued by Société Générale linked to the Euronext Eurozone 40 EW Decrement 5% Index delivered 144% in its first observation date.
BNP Paribas, Fidelity add new custom strategies to US annuity market
North America | Products
19 May 2022 by SRP News
The new underlyings have been deployed via fixed indexed and registered index-linked annuities issued by Nationwide and Transamerica.
