02 Jul 2025
Innovator introduces first dual directional buffer ETFs
The fund provider known for its outcome defined ETFs suite has added another strategy traditionally popular in the structured note space.
01 Jul 2025
Annuity roundup: Corebridge exits variable annuities
Also, Delaware Life launches accumulation fixed index annuity with Janus Henderson index; Salt Financial research backs intraday mechanism; Security Benefit’s survey brings positive sentiment.
27 Jun 2025
Natixis taps HSBC QIS head in US push
The French bank is seeking to expand its equity derivatives footprint in the US following last year’s comeback.
25 Jun 2025
Calamos launches first-ever autocallable ETF hedged by J.P. Morgan
The fund seeks to replicate the boom of autocallables in the structured notes market via a volatility control index co-developed by MerQube and J.P. Morgan.
20 Jun 2025
US indexed annuities hit US$45bn in Q1 2025
Sales of registered indexed linked annuity (Rila) is up 20% while fixed index annuity (FIAs) slows down year-on-year.
16 Jun 2025
GS survey: 88% of US insurers offer structured investments
The vast majority of respondents expect AI to impact the way clients get educated on the value of annuities.
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.
13 Jun 2025
Spotlight on… cash-settled single stock notes in the US
This week we look at a type of 100% principal-protected notes (PPNs) featuring an averaged US$150m trade size tracking single stocks in the US.
12 Jun 2025
Update: Morningstar expands vol control index range in US annuities
American National has added the multi-asset index to its new fixed index annuity (FIA) suite, tapping UBS for the hedging.
11 Jun 2025
US Market Review, March 2025: before the storm
Exchange-traded funds (ETFs) have gained ground as underlying assets, accounting for two out of the five best-sellers during the period analysed.
04 Jun 2025
Annuities roundup: Florida broker found in breach of Reg BI
Also, US indexed annuity sales and Canadian life insurance premiums are out for Q1 2025; new indices and features are added for fixed index annuity and lifer.
29 May 2025
RBC hires JPM’s QIS structuring head in US
The Canadian bank is seeking to bolster its multi-asset solutions with this new-created role where quantitative investment strategy (QIS) is “a strategic priority”.