Recent research from the index ratings and analytics specialist firm provides insight on how the design of index strategies can have a significant impact on their performance, especially at times of market turmoil.
In a year where market beta and tech stocks have outperformed thanks to “exciting narratives around radical advances”, many of the more complex index strategies have quietly lagged behind, according to research from The Index Standard (TIS), which tracks and evaluates a wide array of indices across the structured product and annuity landscape and conduct ongoing performance analysis. The data sample used for this research shows that most custom indices have some type of fundamental