Tag Archives: insurers
Indexing Income: How Are Insurers Diversifying with Dividends?
As insurers face one of the most challenging bond markets in decades, many insurance companies are looking for different ways to generate revenue. S&P DJI’s Raghu Ramachandran and Rupert Watts join State Street Global Advisors’ Ben Woloshin for a closer look at how and why some insurers are implementing indexed-based equity strategies.
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Bringing Transparency to Green Bonds
As the global green bond market continues to grow, how are indices helping investors assess greenium and the potential opportunity set? S&P DJI’s Brian Luke joins VanEck’s Bill Sokol and Phil Kirouac for a closer look at how indexing works for green bonds.
- Categories ESG, Fixed Income
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How Does Indexing Small-Cap Equities Work for Insurers?
How does profitability influence risk and return in small-cap equities? S&P DJI’s Raghu Ramachandran and Garrett Glawe join Vanguard’s Ilene Kelman and Cardinal Investment Advisors’ Matt Padberg to take a closer look at aligning index objectives with strategic objectives.
Closing the Retirement Gap with Indices
How can indices help retirees achieve retirement income goals? Nobel Laureate and Resident Scientist at Dimensional Fund Advisors, Dr. Robert Merton joins S&P DJI’s Dan Draper and Aye Soe for a deep dive into the U.S. retirement ecosystem.
- Categories Equities, Fixed Income
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401k, Aye M. Soe, Dan Draper, DB plans, DC Plans, defined benefit plans, defined contribution plans, Dr. Robert Merton, ESG indices, FIAs, Financial Advisors, fixed index annuities, indexing, LDI, Liability driven investing, multi-asset indices, multi-factor indices, passive investing, pension funds, retirement annuities, retirement planning, S&P 500, S&P Dow Jones Indices, S&P Stride, SECURE Act, Target Date, target date indices
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- Equities, Fixed Income
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- 401k, Aye M. Soe, Dan Draper, DB plans, DC Plans, defined benefit plans, defined contribution plans, Dr. Robert Merton, ESG indices, FIAs, Financial Advisors, fixed index annuities, indexing, LDI, Liability driven investing, multi-asset indices, multi-factor indices, passive investing, pension funds, retirement annuities, retirement planning, S&P 500, S&P Dow Jones Indices, S&P Stride, SECURE Act, Target Date, target date indices
How Liquid Alternatives Deliver Diversification
Examine the potential pros and cons of liquid alternatives and how index innovations may help insurers diversify and protect against risk with S&P DJI’s Rupert Watts and Kelsey Stokes. Watch S&P DJI’s Annual Insurance Summit: https://www.spglobal.com/spdji/en/events/annual-insurance-investment-summit-how-are-insurers-staying-ahead-of-the-curve/#summary
- Categories Strategy
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alternative risk premia, benchmarking liquid alternatives, bottom up index construction, commodities, diversification, ETFs, fixed income, indexed strategies, indexing liquid alternatives, Insurance General Accounts, liquid alternatives, lower for longer, managed futures, multi-asset, risk parity, S&P Dow Jones Indices, U.S. Treasuries
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- Strategy
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- alternative risk premia, benchmarking liquid alternatives, bottom up index construction, commodities, diversification, ETFs, fixed income, indexed strategies, indexing liquid alternatives, Insurance General Accounts, liquid alternatives, lower for longer, managed futures, multi-asset, risk parity, S&P Dow Jones Indices, U.S. Treasuries
Why ETFs Held Up to 2020’s Pressure Test
What could 2020’s liquidity lessons mean for the insurance investment landscape moving forward? S&P DJI’s Tim Brennan joins State Street Global Advisors’ Ben Woloshin, Citadel’s Katie Stiner, and One America’s Brian Matthews for a closer look at this evolving landscape. Watch S&P DJI’s Annual Insurance Summit: https://www.spglobal.com/spdji/en/events/annual-insurance-investment-summit-how-are-insurers-staying-ahead-of-the-curve/#summary
- Categories Fixed Income
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The Difference a Month Makes: Keeping the Pulse of the Mexican Insurance Market
In February 2020, S&P Dow Jones Indices (S&P DJI) and the Association of Mexican Insurance Companies (AMIS) conducted the second annual survey of insurance investment officers in Mexico about the state of the local insurance industry. While this survey was meant to help take the pulse of the Mexican insurance market, what we did not…
- Categories Equities
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