12.20.2023 - Risk Control Indices
A Deep Dive on Risk Control Indices (for Annuities): From A Trillion-Dollar Market to How to Put More Money Into Client’s Pocket
Presented by Laurence Black, The Index Standard
In this webinar, Laurence Black, founder of The Index Standard® and an index advisor to Robert J. Shiller, Sterling Professor of Economics at Yale University talked about custom risk control indices that are now widely used in annuities and structured products. The presentation focused on the market size for the indices, critically it features a section covering how the risk control mechanism works. The presentation then covered the benefits of this feature. Finally, the presentation had a section on how to select indices by adopting a forward-looking mindset and reminds participants that just looking at the past is not optimal, as past performance is indicative of future performance.
Attendees 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.
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.