Index Solutions for Insurance Products
Our globally recognized indexes can help insurance providers design innovative, data-driven fixed index annuities and risk-managed strategies, customized for clients’ needs while helping to drive innovation and transparency in the insurance marketplace.
Why MSCI
As a trusted independent index provider since 1969, MSCI has built infrastructure to create unique and innovative solutions.
Whether you are focused on strong returns, reducing risk, or diversification, MSCI offers an index that fits your needs.
Thousands of MSCI indexes have more than a decade of performance history, providing confidence backed by consistency.
Investors around the world rely on MSCI. Trillions of dollars in assets are linked to MSCI indexes across markets and strategies.
Global benchmarks
Our equity and fixed incomes indexes are among the most widely used in the financial industry. We offer an extensive suite of investable large-, mid- and small-cap indexes designed to represent and measure global equity markets as they evolve and to address a wide range of changing investor needs within a single framework. Together, they serve as trusted references for performance measurement in financial products.
Launched in 1990, MSCI ACWI Indexes are designed to measure the performance of large- and mid-cap segments across developed and emerging market countries. They serve as the standard asset allocation framework from which all other MSCI equity indexes are constructed.
Launched in 1969, MSCI USA Indexes are designed to measure the performance of large- and mid-cap segments of the U.S. market.
Launched in 1986, MSCI World Indexes are designed to measure the performance of large- and mid-cap segments of developed market countries across the globe.
Launched in 1969, MSCI EAFE Indexes, covering Europe, Australasia and the Far East, are designed to measure the performance of large- and mid-cap segments across 21 developed countries across the world, excluding the United States and Canada.
Launched in 1988, MSCI Emerging Markets Indexes are designed to measure the performance of large- and mid-cap segments across 24 emerging market countries. They are built with the aim of helping you measure return in rapidly growing economies around world.
The MSCI indexes behind U.S. indexed annuities
Explore strategies, methodology and issuer applications of our suite of indexes powering U.S. indexed annuities.
Index categories
Thematic
Built to explore long-term macroeconomic, geopolitical and technology trends through research.
Factors
Built to represent factors that have historically shown excess market returns over the long run.
Sectors
Jointly developed by MSCI and S&P Dow Jones in 1999, the Global Industry Classification Standard (GICS®) serves as the foundation to MSCI’s Sector Indexes.
Custom index design
Our customized index solutions are designed to meet the evolving needs of insurance carriers, combining transparent methodologies and adaptive design to support innovation in fixed index annuities and other insurance-linked products.
- Dynamically adjust allocations across equities, bonds and cash according to current economic regime.
- Provide resilience and adaptability across different market environments.
- Designed to target specific volatility levels by dynamically shifting between MSCI parent index and cash.
- Available on MSCI World, USA, EAFE, Europe and EM indexes with risk targets of 10%, 12.5%, 15% and 17.5%.
- Designed for enhanced responsiveness, monitoring volatility and rebalancing intraday.
- Enables issuers to better manage market risk and provide smoother return paths.
Additional indexes
MSCI BofA US Dualcast
Applies real-time economic data estimates with the aim of selecting assets ahead of the curve.
MSCI MKT MediaStats Multi-Asset Index
A multi-asset index that uses daily global media analytics to dynamically capture narrative-driven momentum with diversified, volatility-controlled exposure.
Want to learn more about our customized solutions?Get in touch.
Custom Indexes
Explore indexes designed with specific rules and criteria set by clients to reflect their unique strategy, objectives or constraints.
Thematic Rotation
Takes dynamic approach to investing in megatrends based on current market sentiment.
Structured Products
Our indexes provide well-recognized underlyings for structured products, offering trusted global coverage and adaptable customization.