Annexus Wins Two SRP Americas 2026 Awards
The Scottsdale-based firm received top honors for its index design and annuity product innovation.
Updated on Oct. 15, 2026 in Investing
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Annexus has secured two titles at the 2026 SRP Americas Awards, winning recognition for both the Index of the Year and Deal of the Year, Annuities. The honors celebrate the company's collaboration on financial products with S&P Dow Jones Indices, Societe Generale, and Athene.
Why it matters
The SRP Americas Awards acknowledge significant innovation, market impact, and performance within the structured products and annuity sectors. These awards highlight how specialized financial product designs can influence modern retirement and investment strategies.
The winning S&P 500 Distance Stabilizer TCA Index utilizes a 0.20% annual maintenance fee for its methodology. Historical data shows the index maintained an average S&P 500 exposure of approximately 91% between 1958 and 2026.
The players
Annexus
This Scottsdale-based firm specializes in designing innovative retirement and investment products in collaboration with financial institutions.
Athene
An insurance company that partners with Annexus to develop fixed indexed annuities, with headquarters in West Des Moines and Pearl River.
S&P Dow Jones Indices
This global resource manages index strategies and collaborated with Annexus on the award-winning distance timer index.
The details
The Athene BCA 2.0 Suite of Fixed Indexed Annuities earned the Deal of the Year award, while the S&P 500 Distance Stabilizer TCA Index was named Index of the Year. The latter represents the first S&P DJI index to incorporate a distance timer strategy, which adjusts equity exposure by measuring price movement across varying time horizons.
Timeline
October 15, 2026: Annexus formally announced its receipt of the two SRP Americas 2026 awards.
Market Dynamics
The emergence of the S&P 500 Distance Stabilizer TCA Index reflects a broader trend toward highly mechanical, distance-timer-based equity exposure strategies in the annuity market. This award marks an industry validation of such strategies as viable tools for managing volatility in retail annuity products.
Investors considering fixed indexed annuities may encounter these award-winning strategies as components of their retirement portfolios. The specific fee structures and historical index performance provide retail investors with benchmarks for evaluating the cost and exposure of such complex financial products.
The takeaway
The recognition of these products highlights the growing influence of collaborative, scholar-driven financial modeling in the annuity space. Investors should carefully evaluate the unique methodology and maintenance fees of distance-timer indices when integrating them into long-term savings plans.
Further reading
Learn more about the latest developments in Investing to understand how index innovations shape market performance.
Source note: This article includes information reported by The Manila times.
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