Tag: Indexed annuities
Annuities: new custom underlyings launched, FIA post double-digit growth
North America | Industry
16 May 2023 by SRP News
The new risk control proprietary indices add to a growing range of underlyings seen in the US indexed annuities market which continues to break sales records.
Litigation: FIA lawsuit spotlights prop index backtesting flaws
North America | Regulations & Legal
18 Apr 2023 by SRP News
A group of investors say they were misled by a fixed indexed annuity that fell far short of back-testing promises and returned almost nothing.
The Index Standard: selling on a backtest can be dangerous
North America | Features
28 Mar 2023 by Pablo Conde
As the number of complex underlyings grows in the US annuity market, the research firm is targeting market participants with a new set of analytic tools to understand the dynamics of financial products linked to indices.
TIS: benchmark indices are not designed for structured products
North America | Indices
21 Mar 2023 by Pablo Conde
The Index Standard annuity indices 2022 year in review shows that most of the best performing indices in the market had some exposure to defensive factors.
Bank channel drives record FIA/Rila sales
North America | Products
24 Nov 2022 by SRP News
For the second consecutive quarter, bank sales have propelled fixed-rate deferred (FRD) and fixed-indexed annuity (FIA) sales to reach record levels in the US.
New ESG, vol control indices enter US annuities market
North America | Indices
23 Nov 2022 by SRP News
The new indices come on the heels of the new artificial intelligence based BofA Iris US Sectors Index launched last week.
People: Citigroup ads to EQD in Paris post Brexit push
International | People
17 Nov 2022 by SRP News
Citi continues to build up its trading capabilities in France post-Brexit; Morningstar taps Amundi in European index sales push; CoinDesk adds equity derivatives specialist; and more.
BofA debuts AI-based QIS strategy
North America | Indices
16 Nov 2022 by Pablo Conde
The US bank has launched a new custom index in the US market via indexed annuity structures.
Prudential flagship annuity reaches sales milestone
North America | Industry
18 Aug 2022 by Pablo Conde
The US demographic tailwind is providing an opportunity for insurance companies to offer market exposure and protected income.