Index Resources
Find out more about our Retirement Stages Select® index strategies from well-known investment managers. For financial professional use only.
Creates a diversified portfolio by combining U.S. stocks selected based on the Capital Strength investment philosophy with a portfolio of four Barclays U.S. Treasury futures indices. The Index seeks to enhance return and manage risk exposure by adjusting the asset allocation monthly, and by maintaining its annual volatility level at or below 10%.
Fundamental
Provides access to the best-in-class stocks within the Franklin Templeton mutual fund universe. The Index seeks to provide consistent returns by implementing a responsive strategy that adapts its exposure to changing market environments. The Index combines a robust equity allocation model designed by Franklin Templeton with a proprietary volatility control mechanism engineered by Societe Generale that acts to further mitigate risk by targeting an annual volatility of 5%.
Fundamental
Widely regarded as the best single gauge of large-cap U.S. equities. The index includes 500 leading companies and covers approximately 80% of available market capitalization.
Passive
A USD excess return Index that is designed to combine a regime-based asset allocation strategy with an alternative investment strategy through exposure to two portfolios. The regime-based asset allocation strategy portfolio (US equities, duration-hedged inflation linked bonds, US treasuries, gold, and broad commodities) is rebalanced monthly based on inflationary and growth signals, while exposure to the sub-strategies in the alternative investment strategy portfolio remains static. Subject to an 8% volatility control feature and a 0.5% annualized deduction rate.
Technical
Aims to provide exposure to the S&P 500 through the use of E-mini S&P 500 futures, while applying an intraday volatility control and trend-following mechanism. The index rebalances up to 13 times daily using a time-weighted average price (TWAP).
Fundamental
Provides investors exposure to the Nasdaq-100 Total Return™ Index (XNDX™) while targeting a specified 15% volatility target. The index uses intraday values to adjust exposure up to 50% and capture significant swings that might not otherwise be reflected. It mitigates downside risk by rebalancing up to 3 times daily using a time-weighted average price (TWAP).
- The Nasdaq-100 Intraday Elite 15%™ Index is designed to deliver exposure to leading innovative technology and growth-oriented companies listed on the Nasdaq Stock Market®.
- Elite targets a 15% annualized volatility using an intraday volatility control mechanism combined with trend-following technology aiming to provide more consistent crediting and participation rates for investors.
- Due to its intraday rebalancing (up to 3x daily) and trend-following, the index looks to provide more consistent crediting and participation rates with the aim to create a smoother renewal experience.