A Deep Dive on Risk Control Indices (for Annuities): From A Trillion-Dollar Market to How to Put More Money Into Client’s Pocket
Guest Expert: Laurence Black, The Index Standard
Date:
Webinar Replay Description
In this webinar, Laurence Black, founder of The Index Standard® and an index advisor to Robert J.
Comments
When listeners were asked what they learned during this webinar, they commented:
1) The different Custom Indices 2) How volatility played a role 3) How to "position control indices"
- Darin D.
I gained a better understanding of what a risk managed index is and how to position it with clients.
- Yechiel G.
the idea of blending indices within a portfolio, hadn't given that much thought. makes sense. And just understanding more about what the risk control custom made indices are, how they work, and that they may actually benefit clients. Honestly I thought most of them were branding tricks for the institution that made them.
- Beverly C.
"The wide variety of indices.
Basic investment strategies.
The importance of diversification."
- Mark Z.
1) The different Custom Indices 2) How volatility played a role 3) How to "position control indices"
- Darin D.
I gained a better understanding of what a risk managed index is and how to position it with clients.
- Yechiel G.
the idea of blending indices within a portfolio, hadn't given that much thought. makes sense. And just understanding more about what the risk control custom made indices are, how they work, and that they may actually benefit clients. Honestly I thought most of them were branding tricks for the institution that made them.
- Beverly C.
"The wide variety of indices.
Basic investment strategies.
The importance of diversification."
- Mark Z.
12.20.2023 - Risk Control Indices
Attendees Comments:
1) The different Custom Indices 2) How volatility played a role 3) How to "position control indices"
- Darin D.
I gained a better understanding of what a risk managed index is and how to position it with clients.
- Yechiel G.
the idea of blending indices within a portfolio, hadn't given that much thought. makes sense. And just understanding more about what the risk control custom made indices are, how they work, and that they may actually benefit clients. Honestly I thought most of them were branding tricks for the institution that made them.
- Beverly C.
"The wide variety of indices.
Basic investment strategies.
The importance of diversification."
- Mark Z.