stocks. During periods of heightened volatility, the index shifts to a more defensive alignment to help preserve capital. The Franklin Factors US Index is exclusively available in the WealthLock SM Accumulator fixed-index annuity. JANUS HENDERSON offers an opportunity to invest in compelling opportunities. The Janus Henderson investment teams form their own views and seek to position portfolios actively to connect clients with their financial objectives.
• 89+ years of asset management experience 14
• $308.3 billion in assets under management 15 The Janus SG Lighthouse Index relies on the historical observation that stocks of companies that provide earnings guidance—a fundamental and statistical breakdown of their expectations for future performance—tend to outperform stocks of companies that do not. The index’s goal is to capture the value of transparency potentially to outperform market benchmarks. The Janus SG Lighthouse Index is exclusively available in the WealthLock SM Accumulator fixed index annuity. INVESCO believes the best investment insights come from specialized investment teams with discrete investment perspectives operating under a disciplined philosophy and process with strong risk oversight.
• 71+ years of asset management experience
• $1.5 trillion in assets under management 16 The Invesco Peak Index focuses on quality companies. Quality is a stock characteristic, or factor, shown by academics and practitioners to deliver more attractive returns historically than the broad market. 17 Quality companies tend to have a competitive advantage that offer potential to drive higher profits over longer time horizons. The Invesco Peak Index seeks to deliver greater stability and more compelling returns in all markets by focusing on one factor: quality. 14 Henderson Global Investors was established in 1934, and Janus Capital Group was founded in 1969. Janus Henderson was formed in 2017 15 Janus Henderson AUM as of September 30,2023. 16 Invesco Ltd. experience and AUM as of September 30, 2023. AUM figure includes all assets under advisement, distributed and overseen by Invesco. 17 Sloan, R. 1996. Do stock prices fully reflectinformation in accruals and cash flows about future earnings? The Accounting Review 71 (July): 289-315. Ikenberry, D., J. Lakonishok, and T. Vermaelen. Market underreaction to open market share repurchases. Journal of Financial Economics 39 (1995): 181-208. Novy-Marx, R. The other side of value: the gross profitability premium. Journal of Financial Economics 108 (2013): 1-28.
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