Custom indices are evolving to deliver more targeted payoffs, manage concentration risk and extend systematic strategies across structured notes, annuities and ETFs.
Custom indices are increasingly being designed around specific investor objectives rather than conventional market benchmarks, as demand grows for more targeted exposure, downside mitigation and income generation. The shift comes as investors reassess traditional diversification approaches amid market concentration, inflation and interest rate volatility. For structured products, the evolution is also reflected in the move from single-instance payoffs towards systematic strategies that c