Engineered Indices

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#397 | 2023 Engineered Index Observations

Quick Take Engineered indices have had a tough run over the past four years, but the silver lining is that we now have enough real-world data on performance to draw some general rules of thumb. That's good news for practitioners…

#377 | Mid-Year Engineered Index Observations – Part 3

Quick Take What separates the performance of one engineered index from another? So far, we've tackled the two biggest structural elements - the volatility target and the return type. Those two factors constitute the lion's share of long-term performance differentials.…

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#376 | Mid-Year Engineered Index Observations – Part 2

Quick Take Of the 165 engineered indices available in Indexed UL and Fixed Index Annuity products, the vast majority - 148, to be exact - are Excess Return. There is no way to understand a modern engineered index without understanding…

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