Indexes
UBS case shines light on proprietary index disclosures
US dealers’ custom index operations under heightened scrutiny following SEC enforcement action
Fed TLAC proposals put structured notes in limbo
Vague rules spark confusion; Morgan Stanley may face headaches
SEC targets ‘switching’ of structured products
Frequent early redemptions used to boost broker commissions
SEC probing more proprietary index cost disclosures
US official says regulator is examining "a case or two"
Korean crunch: how HSCEI fall hammered exotics desks
Dealers lose over $300 million in scramble to hedge autocallables
Index publishers’ woes endanger market transparency
Price reporting agencies are an integral part of modern commodity markets
Autocallable issuance upsets Euro Stoxx volatility market
Frenzied issuance on European indexes stacks up vega risk for dealers as natural hedge suffers
US gas price reporting drop raises questions about indexes
Energy companies blame regulatory risk for reluctance to report trades
Report highlights decline in US gas price reporting
Fewer energy firms reporting to Platts and other index publishers, report says
Benchmark rules risk stifling innovation, says Stoxx chief
New product issuance in Europe could dry up as result of overbearing new rules, says Graf
Indexing multi-asset solutions
This paper explores the potential role of multi-asset solutions in the indexing landscape as well as challenges in constructing multi-asset indexes
FTSE Russell: a match made in multi-factor heaven
Combined firm believes it can corner nascent multi-asset index market
Providers set to spar amid multi-asset index boom
Major index houses set to bet big on new product class
SEC warns structured note issuers over proprietary indexes
Head of Office of Capital Markets Trends calls on issuers to examine sales practices
Editorial: piecing together the smart beta puzzle
Growth in strategies such as momentum is predicted to slow – but we aren't there yet
Solactive: outfoxing the index big guns with fintech focus
Cheaper pricing, efficient technology and transparent approach to data help firm compete against large providers
North America house of the year: JP Morgan
Bank has consolidated its share of the retail market and gained ground in annuities
Index provider of the year: MSCI
Firm praised for transparent approach to index construction and pioneering partnerships with exchanges
Smart beta growth nearing peak, says Solactive boss
Steffen Scheuble says growth in mainstream strategies may be nearing saturation point
Momentum strategies divide smart beta index developers
Index providers disagree over use of rebalancing triggers when constructing momentum strategies
Index roundup: new GICS real-estate sector created
Morocco reclassified from emerging market to frontier market country
Smart beta indexes gain currency with Asian investors
Despite some high-profile failures banks and index providers are bullish
Risk premium strategies favoured over beta commodity indexes
Dynamic strategies performing better in current environment
MSCI may include China A-shares in emerging markets index
Stock connect to be catalyst for A-share inclusion in MSCI index