Tag: USA
NewEdge revisits SMA underlying portfolio as Russell 2000 goes up
North America | Products
26 Feb 2024 by Summer Wang
The US independent financial advisor with US$8.6 billion AuM has re-launched its structured note income portfolio (SNIP) to capitalise on the Russell 2000 rally through a separately managed account (SMA).
JPM leads US sales, Topix play among best-sellers
International | Products
31 Jan 2024 by Summer Wang
The US investment bank remains at the top of the league table in its domestic market.
Spotlight on… top issuers in the US (Q4 2023)
North America | Products
15 Jan 2024 by Summer Wang
J.P. Morgan continues to outpace the other 15 issuer groups in the fourth quarter of 2023 while Goldman Sachs ratches up its issuance following a downward trend.
US structured annuity sales hit new record, FIAs falter
North America | Products
30 Nov 2023 by Summer Wang
The sales of fixed index annuities (FIAs) and registered index linked annuities (Rilas) have reached US$105 billion in the first nine months following another quarter of high activity for Rilas.
Exclusive: HSBC to launch new multi-asset index, caters to annuity provider
North America | Indices
29 Nov 2023 by Summer Wang
The UK bank is gearing up for the launch of a new multi-asset index offering access to alternative investments in January.
Annuities: US structured annuity provider enters Asia market
North America | Products
09 Nov 2023 by Summer Wang
While the fiduciary rule proposed by US Department of Labor (DOL) has hit the headlines in the annuities space this week, we also look at other latest development from product, regulatory and market perspectives.
Americas – best-selling products 2022: Merck outsells SPX, racks up half a billion
International | Products
07 Dec 2022 by SRP News
SRP explores some of the best-selling structured products with a strike date in 2022 across the US and Mexican markets.
