What are ‘excess return’ indexes?
May 7, 2024 by Kerry Pechter
Like many FIA issuers, Ibexis Life uses ‘excess return’ indexes in its product. In the context of FIA indexes, ‘excess return” doesn’t mean ‘out-performance relative to a benchmark’ or ‘alpha.’ It means net performance above the yield of a risk-free asset.
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Originally Posted at Retirement Income Journal on May 1, 2024 by Kerry Pechter.
Categories: Industry Articles
