29 Oct 2025
BlackRock brings AI to index design, rewrites rules of vol control
Inside the Adaptive U.S. Equity 7% Index, a next-generation approach to volatility control and market regime awareness.
20 Oct 2025
SPDJI launches self-service to prototype custom indices
S&P Dow Jones Indices (S&PDJI) has launched Spice IndexBuilder, a self-service platform aimed at streamlining the design, testing and ordering of custom indices.
15 Oct 2025
TIS: investor education on vol control indices is needed
New white paper urges annuity policyholders to understand and set the right expectations on volatility control indices in the current rate cutting cycle.
14 Oct 2025
RBC: advancements in risk recycling, modeling and technology fuels innovation
RBC Capital Markets has been recognised with the Rising Hedge Provider, Indexed Annuity award at the SRP Americas Conference in Scottsdale, AZ.
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.
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.
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.
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.
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.
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.
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.
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.