Portfolio Construction
a measure of a security's volatility against its benchmark
what is a measure of beta
This type of platform allows third party models and advisor models within a single account registration
UMA
what is the name of our new RILA
Market Link Pro
The generic term for the average returns and standard deviation used to drive Monte Carlo simulations
Capital Market Assumptions
what are Aimee's 5 distribution pillars?
scale, expand, modernize, amplify, extend
Which managed account type is the fastest growing piece of the advisory market?
models
Give an example of a TPAM and a TAMP
what unique reference index will our RILA include?
ESG
Generic term for the financial planning approach that divides a clients portfolio into separate fragments that are invested differently based on when they're anticipated to be needed
bucketing or time segmentation
what is the difference between "rep as advisor" and "rep as portfolio manager"?
discretion
what models does Jackson offer within its products?
none
This kind of platform reconciles accounts, produces performance reports, and sometimes generates billing files
portfolio management or portfolio accounting/reporting software
this formula describes the withdrawals from lifeguard freedom 6 net
GAWA +40% of earnings up to 2/3 of GAWA
The type of distribution curve a standard monte carlo analysis produces
normal distribution
what is jackson's market share in fee based annuity sales? (+/- 3%)
72%
which product (in advisory) has seen the largest inflow of cash allocations on a percentage basis?
MPA
what type of fee does an advisor/client pay in an advisory account that covers all operational aspects of the account (ie, management, billing, operations, custody, etc)
wrap fee
the core contract charge on a P2 contract with $2 million
1.15%
name 4 planning softwares
1/2/3/4
who is JNLDs chief compliance officer?
Heidi Kaiser
why do some reporting systems not show the long term performance of our subaccounts?
because we use master feeders
The form required to bill an advisory annuity from a qualified Ambassador account
1473
which annuity products does Jackson sell (including RILA) that do NOT require securities licenses to sell?
MP, MYGA
what aspect of our product has the largest impact on probability of success?
asset allocation
who is the federal reserve chairman
jerome powell