Apr 17, 2019

Financial Economics of Index Annuities

Average investors hold their equity mutual funds slightly over three years, which significantly hinders their long-term performance. This study found that there is a statistically significant difference between the investor returns of index annuities and the investor returns of equity mutual funds for six distinct time periods starting from 1997-2011 and ending with 2002-2011. Additionally, the risk-adjusted investor returns of index annuities outperformed the risk-adjusted investor returns of equity mutual funds for the same time frame.

**Nothing contained in the book Financial Economics of Index Annuities should be misconstrued as investment, financial, legal, tax or other professional services advice, but is general information only. Nor is the information provided in the book being offered by United Capital Financial Advisers, LLC, its parent or its subsidiary entities.

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