Product and Service Launches – 5/16/25
Lincoln Financial launches an accumulation-focused life insurance product; Vontobel enters active ETF market; Parnassus Investments launches an international equity fund; and more.
Lincoln Financial Adds Life Insurance Product With Early Cash Benefits
Lincoln Financial launched an accumulation-focused life insurance product that offers early cash value benefits. Lincoln WealthBuilder ECV IUL has a base policy that includes built-in early cash value benefits, with two optional early cash value endorsements.
According to the firm, the product is optimized for accumulation-focused strategies such as premium financing, helping reduce collateral needs and for business owners leveraging company assets to fund life insurance with minimal balance sheet impact.
Vontobel Enters Active ETF Market
Investment firm Vontobel has entered the active exchange-traded fund market after launching the Vontobel International Equity Active ETF. The new fund is meant to offer clients the benefits of liquidity, transparency and tax efficiency.
The products officially began trading on May 15.
Parnassus Investments Launches International Equity Fund
Parnassus Investments launched the Parnassus International Equity Fund, the firm’s first actively managed international equity mutual fund. The new fund offers investors a curated portfolio of companies based outside of the U.S., managed in Parnassus’ high-conviction, sustainable investing style, according to the announcement.
The fund includes investments that span 25 countries, primarily in the Europe and Asia Pacific regions represented by the MSCI EAFE Index.
Triodos IM, STOXX Launch Markets Impact Index
Triodos Investment Management and STOXX launched the iSTOXX Triodos Developed Markets Impact Index, which will serve as a benchmark for investors seeking to integrate measurable, positive sustainability and social impact into their investment approach while minimizing negative outcomes.
STOXX, like PLANADVISER, is owned by ISS STOXX.
The index was developed to be a benchmark for institutional investors looking to integrate positive and measurable sustainability and social impact into their investment approach, while at the same time minimizing the negative impact of their investments, according to the announcement.
The index is a proprietary Triodos IM product that will be available to Triodos IM’s institutional clients.