Annexus and S&P Dow Jones Indices partnered in 2018 to develop the Performance Response Integrated Selection Method, or PRISM, Framework that was originally used to launch indices within the Fixed Index Annuity (FIA) and Index Universal Life (IUL) market. In 2022, S&P Dow Jones Indices and Annexus expanded their partnership to develop the S&P PRISM ETF Tracker Index, or the Index, that USA Financial Formulas licensed to develop the first multi-asset managed account that tracks an S&P index. The PRISM Framework provides a holistic view and an array of analytics to determine allocations. Just like a prism that shines an array of distinct colors, the PRISM Framework aims to provide over time an array of U.S. multi-asset allocations based upon a multi-indicator design.
The framework incorporates a collection of distinct and complementary indicators that dynamically
rebalances between equities, fixed income, commodities, and cash allocations.
This allows the PRISM Framework to:
- Be more proactive in its asset allocation framework compared to passive strategies or strategies
that only reallocate based upon one indicator. - Aim to provide better risk adjusted returns in a variety of cycles including bearish and inflationary
markets.
Related Posts
What’s Trending: Boring Brackets and Better Decisions in March 2026
In the March edition of the Trending Report, host Tyler Krzciok breaks down the evolving landscape as we wrap up the first quarter of 2026. After a speculative run early in the year, momentum is cooling and quality‑driven investments are stepping forward. Tyler explains why March is the ideal moment for portfolio “spring cleaning,” how disciplined rebalancing keeps risk in check, and why sticking to a formula beats reacting to market noise—especially during a month as unpredictable as March Madness. Learn why rotation is healthy, what the trend lines are signaling, and how a rules‑based approach helps investors finish Q1 with confidence.
What’s Trending: The Love, Fear, and FOMO Driving February Markets
In this episode of the Trending Report, host Tyler Krzciok explores why February is the month when even the most disciplined investment intentions start to slip. After a confident and structured January, many investors begin questioning their strategy as headlines intensify, markets wiggle, and hot themes take over the conversation. Tyler breaks down why old habits reappear, how emotions like love, fear, and FOMO quietly steer decisions, and why formula‑driven processes help clients stay grounded when impulse tries to take over. If you're helping clients maintain clarity in a noisy environment, this episode shows how strong frameworks—not strong feelings—keep investors on track.
What’s Trending: 2025 Market Recap and 2026 Outlook for Advisors
In this episode, host Tyler Krzciok recaps the resilience of 2025 despite rising rates, trade tariffs, and a historic government shutdown. Discover which sectors drove S&P 500 growth, why commodities like gold and silver soared, and what themes underperformed. Then, look ahead to 2026: the indicators to watch, sectors with opportunity, and how top advisors are approaching client conversations. From AI and automation to diversification and formulaic investing, this episode is packed with insights to help you stay disciplined and focused on long-term success.