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:
Ever notice how market mood swings affect your clients' emotional state and decision-making? Trust me, you're not alone.
Drawing on historical market data and behavioral economics, host Kevin Roskam reassures advisors and clients that market downturns are a normal part of cycles and highlights the value of active risk management strategies designed to avoid catastrophic losses, encouraging investors to stay focused on their long-term financial plans rather than reacting to short-term market fluctuations.
The S&P 500 is down nearly 9% from its yearly high. So, what does that mean for you? In this March episode of the Trending Report, we'll delve into the necessity of planning for volatility, not just market growth, and highlight the value of experienced advisors who employ formulaic, unemotional strategies. While short-term trends are currently negative, long-term perspectives remain positive, reinforcing the idea that market cycles are normal.
Ever notice how market mood swings affect your clients' emotional state and decision-making? Trust me, you're not alone.
Drawing on historical market data and behavioral economics, host Kevin Roskam reassures advisors and clients that market downturns are a normal part of cycles and highlights the value of active risk management strategies designed to avoid catastrophic losses, encouraging investors to stay focused on their long-term financial plans rather than reacting to short-term market fluctuations.
The S&P 500 is down nearly 9% from its yearly high. So, what does that mean for you? In this March episode of the Trending Report, we'll delve into the necessity of planning for volatility, not just market growth, and highlight the value of experienced advisors who employ formulaic, unemotional strategies. While short-term trends are currently negative, long-term perspectives remain positive, reinforcing the idea that market cycles are normal.