The new S&P PRISM® ETF Tracker Index (PRISM) is designed to look beyond volatility,
evaluate a variety of market indicators, and strategically allocate for consistent performance.
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:
The Federal Reserve is in quite a conundrum - rates are both too high and too low. What people don’t realize is that there is a little-known calculation that actually helps identify this. We’ll reveal this calculation in this episode of the Trending Report, as well as cover market data as of 3/22/2024.
The financial services industry is a whirlwind of change: New rules, products, and evolving technologies that can quickly overwhelm even the most seasoned advisor. Add to that the juggling act of managing daily demands and operational tasks while building your ideal practice. No wonder so many advisors feel like they’re just winging it year after year.
As humans, we tend to make very predictable errors. We’ve been on a strong bull run for quite some time now, and we’re seeing investors making the same mistakes they have in the past. In this episode of the Trending Report, we’ll take a deeper look at these active vs. passive portfolio errors, as well as cover market data ending on 3/8/2024.
The Federal Reserve is in quite a conundrum - rates are both too high and too low. What people don’t realize is that there is a little-known calculation that actually helps identify this. We’ll reveal this calculation in this episode of the Trending Report, as well as cover market data as of 3/22/2024.
The financial services industry is a whirlwind of change: New rules, products, and evolving technologies that can quickly overwhelm even the most seasoned advisor. Add to that the juggling act of managing daily demands and operational tasks while building your ideal practice. No wonder so many advisors feel like they’re just winging it year after year.
As humans, we tend to make very predictable errors. We’ve been on a strong bull run for quite some time now, and we’re seeing investors making the same mistakes they have in the past. In this episode of the Trending Report, we’ll take a deeper look at these active vs. passive portfolio errors, as well as cover market data ending on 3/8/2024.