Many of the indices you see today are built to illustrate well rather than to perform well. DPL, Avantis Investors, Barclays and Security Benefit Life Insurance Company have introduced a new U.S. equity index designed to deliver higher expected returns with lower volatility.
Learn more about the Avantis Barclays Volatility Control (“VC”) Index, which offers advisors:
- An accumulation option designed by Eduardo Repetto and Pat Keating of Avantis Investors (formerly of Dimensional Fund Advisors)
- A first-of-its-kind index created for the RIA market and the Commission-Free fixed index annuity (FIA) structure
- A unique solution built around an excess return option strategy (reinvested dividends) rather than a price return, which may translate into better interest crediting opportunities within the FIA.
There will be a Q&A segment at the end of the presentation.
David Lau is the Founder and Chief Executive Officer of DPL Financial Partners, a firm focused on the distribution of financial products geared toward the Registered Investment Advisor (RIA) and fee-based advisory channels. Prior to founding DPL in 2014, David served as COO and architect of Jefferson National, a leading insurance carrier focused on RIAs and fee-based advisors. Earlier in his career, David helped build E*Trade Bank, and its predecessor Telebank, which was the nation’s first internet bank.
Eduardo directs the research, design and implementation of investment strategies, providing oversight of the investment team and the firm's marketing initiatives, and interacting with clients. Prior to Avantis Investors' establishment in 2019, Eduardo was Co-Chief Executive Officer, Co-Chief Investment Officer and Director at Dimensional Fund Advisors LP ("DFA") until 2017.
Marie-Laure leads Barclays’ annuities team. Her expertise revolves around insurance accounting, regulation and the overall retirement ecosystem. Marie-Laure Chandumont is a Certified Financial Planner™.
Solving for Yield with the Avantis Barclays Volatility Control Index