Index Information

Discover everything you need to know about the indices that power Athene fixed indexed annuities.

For index availability, refer to the applicable Product Guide, Certificate of Disclosure or Prospectus.


BNP Paribas Multi Asset Diversified 5 Index 

Ticker Symbol: BNPIMAD5

A dynamic and diversified index from a global banking powerhouse.
Eight underlying components including equity futures, bond futures and commodity indices provide exposure to a range of asset classes across three geographic regions. A volatility feature targets a volatility level of 5%. Rebalanced daily.1

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Nasdaq FC Index

Ticker Symbol: BOFANFCC

Capitalize on growth potential in one of the world’s preeminent technology indices.
Patent-pending FC technology is designed to adapt to constantly changing economic conditions more quickly and efficiently than traditional volatility control mechanisms. The Nasdaq FC Index applies this capability to the stocks in the Nasdaq-100. It aims to increase returns by rebalancing throughout the day to manage exposure to the Nasdaq-100. The Nasdaq FC Index strives to realize growth potential by targeting 12.5% annualized volatility.1,2 Returns are subject to a 4% monthly cap.

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AI Powered US Equity Index

Ticker Symbol: AIPEX

Choose a smart large cap equity strategy built by IBM Watson.®
Each month, AiPEX selects approximately 250 equity stocks from the 1,000 largest U.S. companies using a scoring system that evaluates financial health and management strength as well as market sentiment, economic and geopolitical risks. It then weights each company, assigning the largest weight to those with the highest scores. AiPEX reacts daily to changing market conditions, reducing the impact of short-term volatility by adjusting exposure to the underlying stocks. The index manages to a 6% daily volatility target.1

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MSCI EAFE Index

Ticker Symbol: MXEA

The Index is widely used as a benchmark and as the basis for index-linked financial products.
The MSCI EAFE Index is designed to represent the performance of large and mid-cap securities across 21 developed markets, including countries in Europe, Australasia and the Far East, excluding the U.S. and Canada. The Index is available for a number of regions, market segments/sizes and covers approximately 85% of the free float-adjusted market capitalization in each of the 21 countries.

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Russell 2000® Index

Ticker Symbol: RUT

The Russell 2000 as an important bellwether of the American economy because it measures the performance of smaller, domestically focused businesses.
The Russell 2000 index is a commonly used benchmark for mutual funds that identify themselves as "small-cap," much like the S&P 500 index is used to benchmark large capitalization stocks. Mutual fund investors favor the Russell 2000 index because it reflects the investment opportunity presented by the entire market rather than opportunities offered by narrower indices, which may contain bias or more stock-specific risk that can distort a fund manager’s performance.

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S&P 500®

Ticker Symbol: SPX

The benchmark index of large cap U.S. equities from a top global resource of indexed-based concepts.
Widely regarded as the best single gauge of large-cap U.S. equities, the S&P 500® captures approximately 80% of available market capitalization.

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S&P 500 Daily Risk Control 2 8%TM Index (Total Return)

Ticker Symbol: SPX8UN2

Strives to deliver stable, risk-adjusted returns in all environments.
Represents a portfolio of the S&P 500® plus a liquid bond index. This volatility control index targets a volatility level of 8%.1 Rebalanced daily.

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S&P 500 Daily Risk Control 5% Index (Total Return)

Ticker Symbol: SPXT5UT

Strives to deliver stable, risk-adjusted returns in all environments.
Represents a portfolio of the S&P 500® plus a liquid bond index. This volatility control index targets a volatility level of 5%.1 Rebalanced daily.

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Merrill Lynch RPM IndexTM

Ticker Symbol: MLRPM

Harness positive momentum with this global, multi-asset index designed to track the performance of asset classes including emerging market equities, gold and real estate. Daily asset allocations reduce the impact of correlation with the aim to provide consistent returns throughout market cycles.

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Shiller Barclays CAPE® US Sector Risk Controlled 10% USD Total Return Index

Ticker Symbol: BXIIC10T

Find value in U.S. markets with an index designed around value investing principles from Yale Professor Robert Shiller. Four undervalued U.S. market sectors with the strongest momentum are selected each month and strategic re-allocations are made daily to create an opportunity for positive long-term returns.

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Shiller Barclays Global Index

Ticker Symbol: BXIISG6E

Find value on a global scale with a strategy designed by Yale Professor Robert Shiller. This index identifies the best values with strongest momentum among equities in the U.S., Eurozone and Japan and includes them in a multi-asset allocation with bonds and commodities designed to create an opportunity for stable appreciation through a variety of market environments.

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WisdomTree Siegel Strategic Value IndexTM

Ticker Symbol: CIBQWS6E

This advanced value strategy leverages new research from Professor Jeremy Siegel of the Wharton School at the University of Pennsylvania. Each quarter, operating earnings relative to valuation are used to select four undervalued market sectors of the U.S. economy, and a tactical market trend response makes strategic daily allocations designed to provide returns even when the broad market is declining.

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Janus SG Market Consensus Index

Ticker Symbol: SGMDJMCI

Unlocking growth potential using the wisdom of the crowd.
The index strategy features a performance engine designed by Janus Henderson® Investors based on analyst price targets and past dividends to select the stocks with the best growth potential among the largest US listed companies. A volatility feature targets a volatility level of 20%. A Performance Control Mechanism limits growth monthly in return for potential higher participation rates.1,2 The implementation of the strategy is fully systematic and rules-based.

Available for contracts issued prior to February 3, 2020 only.

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Janus SG Market Consensus Index II

Ticker Symbol: SGMDJMC2

Unlocking growth potential using the wisdom of the crowd.
The index strategy features a performance engine designed by Janus Henderson® Investors based on analyst price targets and past dividends to select the stocks with the best growth potential among the largest US listed companies. A volatility feature targets a volatility level of 20%. A Performance Control Mechanism limits growth monthly in return for potential higher participation rates.1,2 The implementation of the strategy is fully systematic and rules-based.

Available for contracts issued prior to February 3, 2020 only.

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Morningstar® Dividend Yield Focus Target Volatility 5 IndexSM

Ticker Symbol: MSDIHDVA

An index of top dividend performers from an independent investment research leader.
Includes the top 75 stocks by dividend yield in the Morningstar US Market IndexSM, which represents 97% of U.S. equity market capitalization. A volatility feature targets a volatility level of 5%, which is monitored daily.1

Available for contracts issued prior to February 3, 2020 only.

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