Insights by Tag:

Custom indices

Market
BlackRock, The Index Standard release joint paper on custom indices

2h

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.

Market
Asian players catch up on shift to customisation

01 Oct 2025

Asian players catch up on shift to customisation

From risk control indices to hedging strategies, banks and index providers are finding routes to expand the strategy indices in Asia.

Market
SRP Americas 2025: bowling with guardrails

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.

Market
MerQube: our focus is on complex strategies with simple building blocks

23 Sep 2025

MerQube: our focus is on complex strategies with simple building blocks

In less than a year MerQube’s indices have more than trebled their AuM in the global retail structured products market with the US market and other European markets driving most of the activity.

Market
SPDJI: custom strategies provide diversification beyond equities

18 Sep 2025

SPDJI: custom strategies provide diversification beyond equities

New demand coming mostly from the indexed annuities market is fuelling the rise of next generation custom indices.

Products
FTSE Russell: risk reduction appetite driving QIS in retail market

17 Sep 2025

FTSE Russell: risk reduction appetite driving QIS in retail market

The index provider is pitching its ‘Target Diversification’ indices to serve as passive investment vehicles, building blocks for asset allocation and investment products as well as benchmarks for performance reporting.

Market
SG: QIS is being adopted by the hedge fund industry

16 Sep 2025

SG: QIS is being adopted by the hedge fund industry

The French bank has been at the forefront of developments in the custom & strategy index space over the last few years.

Market
Morningstar: tailor-made solutions, speed to market and lower cost

15 Sep 2025

Morningstar: tailor-made solutions, speed to market and lower cost

With almost 50 custom & strategy underlyings deployed in the retail structured products market, Morningstar has built a comprehensive shelf in a short period of time and carved its own space in the market.

Market
SRP in brief: plan of action

15 Sep 2025

SRP in brief: plan of action

The latest analysis, product news, people moves and market reviews from SRP’s news desk.

Market
HSBC: custom and strategy indices central to our structured products offering

12 Sep 2025

HSBC: custom and strategy indices central to our structured products offering

The UK bank has remained an active provider of custom & strategy indices to the structured products market across regions over the las two years.

Market
Salt Financial: institutional strategies are increasingly moving into retail products

11 Sep 2025

Salt Financial: institutional strategies are increasingly moving into retail products

The company has been particularly successful in the US annuities market, capturing approximately 25% of new FIA mandates in recent years.

Analysis
Comparative analysis: MS MAP Trend vs Barclays Trailblazer

10 Sep 2025

Comparative analysis: MS MAP Trend vs Barclays Trailblazer

Products linked to strategy and custom indices have long been a niche but important part of the retail structured products market.