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  2. Equity-indexed annuity - Wikipedia

    en.wikipedia.org/wiki/Equity-indexed_annuity

    Index - the equity, stock, bond, or other index to which the interest credit is linked. Interest Crediting Method- the method used to determine the performance of an index. Annual Point to point is the most common crediting method. For example, of the S&P 500 index starts at 1120 and ends at 1300 then the point to point gain is 16.07%.

  3. S&P/ASX 200 - Wikipedia

    en.wikipedia.org/wiki/S&P/ASX_200

    The S&P/ASX 200 (XJO) index is a market-capitalisation weighted and float-adjusted stock market index of stocks listed on the Australian Securities Exchange. The index is maintained by Standard & Poor's and is considered the benchmark for Australian equity performance. It is based on the 200 largest ASX listed stocks, which together account for ...

  4. AustralianSuper - Wikipedia

    en.wikipedia.org/wiki/AustralianSuper

    AustralianSuper is an Australian superannuation fund headquartered in Melbourne, Victoria.It is an industry super fund, and so operates through a mutual fund structure.. With over A$ 340 billion of retirement savings under management and more than 3.4 million members, AustralianSuper is the largest superannuation fund in Australia and the sixteenth largest pension fund in the world.

  5. Guide to life insurance

    www.aol.com/finance/guide-life-insurance...

    Factor. Details. Risk classifications. Insurers assign you a rating (Preferred, Standard, Substandard) based on your health, age and lifestyle. Better health and habits typically mean lower premiums.

  6. Time-weighted return - Wikipedia

    en.wikipedia.org/wiki/Time-weighted_return

    Consider another example to calculate the annualized ordinary rate of return over a five-year period of an investment that returns 10% p.a. for two of the five years and -3% p.a. for the other three. The ordinary time-weighted return over the five-year period is:

  7. Jensen's alpha - Wikipedia

    en.wikipedia.org/wiki/Jensen's_alpha

    In finance, Jensen's alpha [1] (or Jensen's Performance Index, ex-post alpha) is used to determine the abnormal return of a security or portfolio of securities over the theoretical expected return. It is a version of the standard alpha based on a theoretical performance instead of a market index .

  8. Aware Super - Wikipedia

    en.wikipedia.org/wiki/Aware_Super

    The change meant First State Super became included in comparisons of performance, fees and other features with other funds. [5] In 2012, First State Super merged with Health Super, a not-for-profit superannuation fund for workers in the health care and community services sector. At the time the merger meant the combined entity was the third ...

  9. IFM Investors - Wikipedia

    en.wikipedia.org/wiki/IFM_Investors

    As of 27 April 2023, IFM Investors invests on behalf of more than 640 institutions worldwide, including pension, superannuation and sovereign wealth funds, universities, insurers, endowment funds and foundations.