Morningstar’s ‘Secret Sauce’

Speaking at the 2011 Morningstar/Ibbotson Conference in Orlando, Roger Ibbotson (above) described low-liquidity as a largely unrecognized source of alpha in stocks and mutual funds.

An Insider’s Take on the ‘Bermuda Triangle’ Strategy

Willis Re, a reinsurance broker, has had an uptick in calls from life insurers hoping to execute what RIJ calls 'The Bermuda Triangle' strategy, thus removing a millstone and reaping a capital windfall. Willis Re executive Mike Kaster explains.

One-Stop Shops for Notes and Annuities

Luma Financial Technologies is now among the structured notes platforms that have chosen to add index-linked annuities to the products they support. It joins SIMON Markets and Halo in that space. In this last segment of our series on indexed products, we examine these new alliances.

(Sheryl) Moore’s Law on Annuities in 2021

RIJ talks with Sheryl Moore of Wink, Inc., the annuity data and consulting firm, about the results of her first-quarter 2021 survey of annuity sales. She shares her opinion on a range of annuity-related topics.
Featured

In 2010, VA Industry Thrived and Consolidated

Of $136.6 billion in total sales, $21.5 billion represented new cash flow, up from $17 billion in 2009. But the net cash flow was the third lowest in 12 years, after 2005’s net flow of $20.4 billion.
News

New Barclays Capital index enables policy arbitrage

“The spread between European and US short-term rates... presents the possibility of extracting value,” said Jose Mazoy, Director, Index Portfolio and Risk Solutions at Barclays Capital.

No sex please, we’re British

A high court in Britain has apparently barred U.K. insurers from using gender as a factor in calculating insurance rates, including payout rates for retail income annuities. One expert observer predicted "unintended consequences."

The Bucket

Late-breaking items and briefs from Ernst & Young, Charles Schwab, Scarborough, Symetra, MassMutual, Lincoln Financial, Fidelity and Jackson National.

New Income Solutions for Long Retirements

With the numbers of people over age 100 growing rapidly, there is an equally growing need for advisors to consider an array of retirement income solutions.

Why the Government Should Not Issue Annuities

Jeffrey Brown, Ph.D., disagrees with Henry T.C. Hu and Terrrance Odean's proposal for a government-sponsored, inflation-indexed individual annuity. The proposal was reported in last week's issue of RIJ.