The New Bloomberg Versa 10 Index targets diversified, volatility-targeted exposure dynamically across U.S. Equities, Treasuries, Gold, and the U.S. Dollar
Bloomberg Indices announced the launch of the Bloomberg Versa 10 Index (BVERSA10), a new multi-asset benchmark developed in response to the evolving needs of the fixed indexed annuity markets. The index is designed to target a 10% volatility level and dynamically allocates across four well-known asset classes—U.S. equities, U.S. Treasuries, Gold, and the U.S. dollar—each represented through a dedicated volatility-targeted sub-index. The index has been licensed by SILAC Insurance Company® (SILAC) for use in its fixed indexed annuity offerings.
Developed in collaboration with RBC Capital Markets and Salt Financial LLC, BVERSA10 provides a rules-based framework incorporating dynamic long and short exposure, efficient trading and enhanced risk management. U.S. Large Cap Equities are represented by the Bloomberg Dynamic US 500 10% Index, based on the Bloomberg US Large Cap Index (B500T). Additional subindices include the Bloomberg Dynamic US Treasury 10% Index to adjust for interest rate trends, the Bloomberg US Dollar G10 10% Index to increase exposure during elevated global uncertainty, and the Bloomberg Gold 10% Index, which incorporates gold as a momentum-based diversifier during periods of inflation or systemic stress.
“It’s important that our annuity offerings include tools designed to address market concerns such as volatility, inflation, and interest rate shifts,” said Dan Acker, President and Chief Marketing Officer, SILAC Insurance Co. “Bloomberg Indices provides a transparent, rules-based benchmark that aligns with our product objectives and helps us deliver thoughtful solutions to the market.”
Bloomberg Indices supports insurance carriers with objective, rules-based benchmarks tailored for retirement and life insurance products. With over $30 billion in assets under management tracking Bloomberg indices across annuity and life platforms, Bloomberg provides end-to-end support—from index design and implementation to marketing and distribution.
“Current market conditions and geopolitical uncertainties are driving the marketplace to seek specialized solutions that target stability and growth potential. Bloomberg Indices is committed to developing customized indices that help insurers remain competitive and offer differentiated products to their client base that can meet those requirements through varied market environments” said Emanuele Di Stefano, Head of Index Product Development, Bloomberg Index Services Limited. “We’re proud SILAC has chosen the BVERSA10 Index for use in their fixed-index annuities offerings.”
Bloomberg provides an independent, transparent approach to indexing for customers across the globe. Bloomberg clients can access the new index on the Bloomberg Terminal at {BVERSA10 INDEX
About Bloomberg Index Services Limited
Bloomberg’s index team has a proven track record in creating industry-leading and bespoke indices across asset classes, including their flagship fixed income, commodity and equity indices. Bloomberg Index Services Limited (BISL) takes an innovative approach to delivering strategic benchmarks that help market participants address their evolving investment needs. The indices, which are seamlessly integrated with other Bloomberg solutions, draw on a comprehensive range of trusted data and reliable technology for calculations, analytics and workflow automation, along with distribution capabilities that can help amplify the visibility of our customers’ products. For more information, visit www.bloombergindices.com.
About Bloomberg
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