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Zebra Capital: standardisation to make custom underlyings more attractive
North America | Indices
20 Sep 2023 by Pablo Conde

Custom indices including quantitative investment strategies (QIS) and multi-asset indices can offer a more diversified exposure for investors and minimise risks.

Zebra index anniversary - exploiting behavioral bias v backtesting
North America | Indices
19 Sep 2023 by Pablo Conde

The index is the first to be founded on Roger Ibbotson's behavioral finance research, which found that investors could achieve higher returns with less risk by removing overly popular and overly volatile stocks.

Goldman appoints head of the third-party wealth business
North America | People
18 Sep 2023 by SRP News

The US bank has launched an RIA ‘go-to-market’ strategy as it redoubles its efforts to serve this segment of the US market.

Spotlight on… a record month in the US
North America | Industry
15 Sep 2023 by SRP News

Sales of structured products in the US market reached an all-time high in August.

RBC Capital Markets – sentiment, risk appetite driving adoption of custom underlyings
International | Indices
15 Sep 2023 by Pablo Conde

The ability to slice and dice new datasets and capture market trends has fueled the development of new underlyings which have captured the imagination of investors.

FTSE Russell: the great US equity regime change
International | Indices
12 Sep 2023 by Pablo Conde

The index provider believes that timing the regime change between growth and value and allocating to style on a trend surfing basis can reap extra returns to investors.

MerQube: QIS becomes mainstream
International | Indices
11 Sep 2023 by Pablo Conde

The US index provider is among the latest entrants to the structured products market driving efficiencies and cost reduction on strategy & custom underlyings.

MSCI: no room for black-box despite growing appetite for new approaches
North America | Indices
07 Sep 2023 by Pablo Conde

The craze around strategy and customised indices in the US annuities market and beyond has not gone unnoticed at MSCI.

SG plays S&P 500 narrative with climate specific angle
North America | Indices
06 Sep 2023 by SRP News

The French bank is making inroads in the US annuities market with its latest custom index.