Our own NAFA (National Association for Fixed Annuities) board member Branislav Nikolic was in DC last week for the NAFA Annuity Leadership Forum. It's always great to get together with like-minded people around great causes. This year's attendees went a step further and discussed the best path forward to retirement security in the US with government representatives. This rounds off June as the #annuityawarenessmonth but there is always more to be done. Now it’s time for some rest, Happy 4th of July! Chuck DiVencenzo
About us
The Index Standard is an independent provider of unbiased ratings and forecasts on indices and index-linked products, as well as FIA model allocations. Based on comprehensive data and research, our ratings help investors compare global indices, not just their prevailing performance but also looking into the future by highlighting their long term potential. The Index Standard also serves as an information portal by providing guides on investment trends and concepts, unmasking the mystique of index investments and making finance more approachable.
- Website
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http://www.theindexstandard.com
External link for The Index Standard
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- New York City
- Type
- Privately Held
- Specialties
- Index Ratings, Index Forecasts, Index Insights, Annuity Ratings, FIA Model Allocations, and Custom Research
Locations
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Primary
Get directions
New York City, US
Employees at The Index Standard
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Laurence Black
Founder at The Index Standard
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Alex Matturri, CFA
Retired CEO, S&P Dow Jones Indices | Board Member Cboe Global Markets | Advisor to Financial Services Companies
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Evan Schnidman
Data & AI Expert. Startup Advisor. Fractional Executive. Podcast Co-Host. Experienced Entrepreneur. Political Economy Nerd.
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Jay Watson
Head Of Analytics at The Index Standard
Updates
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Thank you Summer Wang and SRP for mentioning our partnership with Luma Financial Technologies. Our mission is to help people understand #indices and #annuities to make better financial decisions, and Luma has helped us significantly extend our audience reach.
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We couldn't agree more with WSJ on #backtest bias! Consider The Index Standard 10-year #forecast for over 900 #indices and #ETFs that present a forward-looking alternative to backtests. Book a demo or email us at [email protected]. https://lnkd.in/eAMRP2UB
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Check this out in case you haven't!
In case you missed it, Luma is now partnered with The Index Standard! This collaboration provides in-platform objective and transparent tools to further enhance client outcomes for annuity products. Users now have access to a comprehensive scoring system and actionable annuity allocation insights directly from Luma’s Product Marketplace.
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Custom indices can bring real benefits to financial planning but how to do it right? Thanks Athene for Producers for the opportunity to share our thoughts. Register via the link.
Join Laurence Black, founder of The Index Standard for a #webinar on Tuesday, June 4 at 11 a.m. CT. He will share expert insight on why custom indices may have a valuable place in an annuity, especially in a world of higher #inflation and fluctuating interest rates. Register here: https://ow.ly/51gZ50RyXhF
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The Index Standard is excited to announce our newest collaboration with Luma Financial Technologies to provide in-platform objective and transparent tools that further help enhance client outcomes for annuity products. Through this partnership, users have access to a comprehensive scoring system and actionable annuity allocation insights directly from Luma’s Product Marketplace. Contact Laurence Black or Branislav Nikolic for more information.
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We just hit another milestone by closing our second funding round. A heartfelt thanks to our new and existing investors, and to our clients for your support. We are excited to take The Index Standard to the next level. Laurence Black Jay Watson
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As Leo Tolstoy said, "Spring is the time of plans and projects". Start/rethink your #retirementplanning now by watching our latest production of The Index Education Series with NAFA (National Association for Fixed Annuities), in which Branislav Nikolic and Chuck DiVencenzo answer key questions about indices and annuities. Promise, it's much shorter than reading the War and Peace! https://lnkd.in/e8HgTXMu
Indices Series - NAFA
https://nafa.com
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Speaking to Life Annuity Specialist about risk control indices, Laurence Black shares current thoughts on indices, index performance and key trends. Spoiler alert: back-testing is inadequate for index evaluation; we must also consider the future performance or the forecast. https://lnkd.in/eZDMvf9a
Risk Control Indexes Are Multiplying, and So Are Their Critics
lifeannuityspecialist.com
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Always a pleasure to speak with these amazing people. Thank you #RetireTech for the opportunity. Branislav Nikolic Nassau Financial Group Paul Tyler Laura Dinan Haber
Next week, I'll be at #RetireTech (part of Medicarians) speaking on this awesome panel with three of my favorite people about annuities. 😍 It doesn't get better than that. Join us if you're there--otherwise, wait for the highlight reel here. #AnnuityYoda #conferences #innovation #fintech Branislav Nikolic The Index Standard Jason Fichtner, Ph.D. Bipartisan Policy Center Bobby Samuelson Life Innovators Toland Consulting, LLC IncomePath Nassau Financial Group
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