15 Oct 2025
TIS: investor education on vol control indices is needed
New research urges annuity policyholders to understand and set the right expectations on volatility control indices in the current rate cutting cycle.
07 Oct 2025
BlackRock, The Index Standard release joint paper on custom indices
The new research analysis is aimed at financial professionals seeking to navigate the complex landscape of custom indices.
30 Sep 2025
SRP Americas 2025: bowling with guardrails
Custom indices have gained popularity among investment banks as they provide better margins compared to traditional benchmarks.
08 Sep 2025
TIS: complex underlyings fail to keep pace
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.
12 Aug 2025
Risk control indices struggle as whiplash effect bites
Sudden spikes in volatility have made it difficult for risk control strategies used in the structured products market to adapt.
21 Jul 2025
Salt Financial: intraday vol control boosts risk management in FIAs
Volatility-controlled indices featuring intraday data and rebalancing have emerged as new tools to refine the performance of fixed index annuities (FIA), particularly in volatile conditions.
15 Jul 2025
Amundi deploys risk control structured fund in HK
This capital protected fund is available to retail investors in Hong Kong and offers the opportunity to partially capture the potential upside in the US stock market.
09 Jul 2025
Custom indices: dynamic strategies head-to-head
In this article we compare the characteristics and performance of two similar underlying strategies sold in the US market via structured products.
16 Jun 2025
Risk control: intraday strats save face during tariff-driven sell-off
The latest analysis on the performance of risk control indices by The Index Standard (TIS) reveals that older risk control indices showed larger drawdowns during the market turmoil recorded between Liberation Day and the Geneva announcement on the pause of tariffs with China.
04 Feb 2025
Latest: Bloomberg rolls out risk control index series with RBC
Also: Delta Capita and HSBC enter deal for OTC derivatives services; Prudential aims at Japan expansion; iCapital bolsters portfolio construction platform; and Toss Securities applies for derivatives and options trading licence in Korea.
05 Dec 2024
TIS: next generation risk control has higher risk/return ratio
The increasing popularity of this new type of underlying is backed by its performance.
28 Nov 2024
The Index Standard: analysis - intraday risk control indices
“Need for Speed” – Sometimes too good can be true