Lipper launches target-risk ETFs

Lipper Inc. of New York announced today it has created a suite of target-risk fund benchmarks made up exclusively of exchange traded funds.
MAY 23, 2007
By  Bloomberg
Lipper Inc. of New York announced today it has created a suite of target-risk fund benchmarks made up exclusively of exchange traded funds. The five new indexes are objective, risk-based tools comprised of ETFs whose historical returns, correlations, liquidity and expenses are analyzed to identify the appropriate mix of five levels of progressively increasing risk and return benchmarks. “It is essential that advisers not only keep on top of the proliferation of new products regularly introduced to the marketplace, but also align clients’ asset risk profile with their liabilities,” Andrew Clark, head of research for Americas said in the statement. “The [new indexes] will both name ETFs that fit specific risk profiles and serve as a benchmark for clients at various stages of the retirement horizon.” The indexes are the Lipper Optimal Aggressive Growth Index, Lipper Optimal Growth Index, Lipper Optimal Moderate Index, Lipper Optimal Conservative Index and Lipper Optimal Very Conservative Index.

Latest News

Just as wealth industry M&A was picking up, economic uncertainty could kill it again
Just as wealth industry M&A was picking up, economic uncertainty could kill it again

Deal volume increased post-election but now caution has taken over.

Want to get the most out of alts? You’ll have to do your homework
Want to get the most out of alts? You’ll have to do your homework

Advisors who expect an edge from alternatives' illiquidity premium – without understanding the underlying terms and explaining them to clients – have a world of learning to do.

'Finfluencer' Ponzi scheme defrauds investors of over $20M
'Finfluencer' Ponzi scheme defrauds investors of over $20M

The social influencer Tyler Bossetti pleaded guilty to wire fraud and aiding in the filing of false tax documents as a result of the real estate scheme, which ran from 2019 to 2023 and used platforms including Facebook and YouTube.

US annuity sales see sixth straight $100B+ quarter
US annuity sales see sixth straight $100B+ quarter

The latest LIMRA data release shows continued growth in RILAs, variable annuities, and FRD products, though researchers argue more education is still needed.

RIA moves: Thiel's Indivisible welcomes Ride Wealth Partners, $4B Beacon snaps up Astor
RIA moves: Thiel's Indivisible welcomes Ride Wealth Partners, $4B Beacon snaps up Astor

Indivisible Partners builds on its strategy to take turf in the independent space with its latest move in Colorado.

SPONSORED RILAs bring stability, growth during volatile markets

Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.

SPONSORED Beyond the dashboard: Making wealth tech human

How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave