Month: September 2025
Redefining Index Design and Value Creation with Alan Grissom (Ep. 95)

Redefining Index Design and Value Creation with Alan Grissom (Ep. 95)

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Innovation in indexing is reshaping the way advisors deliver value to clients.

What happens when you blend insurance insight with market index design? How can efficiency and transparency create stronger outcomes for clients and advisors alike?

In this episode, Jeremy Houser speaks with Alan Grissom, CEO of 12 South Capital and founding partner of Brooklyn Investment Group, about his journey from building annuity products to designing disruptive indices like the 500 IQ. He shares how his approach to index design is helping advisors align expectations, manage volatility, and unlock meaningful value in fixed index annuities.

Alan discusses:

  • His career path from AIG to leading the S&P index business for insurance and founding Brooklyn Investment Group
  • The design of the 500 IQ index and how it delivers transparency, efficiency, and stronger outcomes for clients
  • Why many volatility-controlled indices underperform and the importance of intraday pricing
  • How interest rate environments impact fixed index annuities and advisor expectations
  • The future of disruptive index design and upcoming innovations from 12 South Capital
  • And more

Resources: 

Connect With Alan Grissom:

Connect with Jeremy Houser:

About Our Guest:

Alan Grissom is the CEO of 12 South Capital, an independent firm focused on creating index-based investment strategies for financial products, and a founding stage partner with the direct indexing firm, The Brooklyn Investment Group.

Prior to founding 12 South Capital in 2022, Alan spent the previous 12 years with S&P Dow Jones Indices, culminating as the Head of Business North America and the Global Head of Insurance with a remit covering over $15 Trillion of assets.

Before joining S&P Dow Jones Indices, Alan held several positions within AIG, including head of annuity products, and was instrumental in establishing the Independent Distribution Channel for life and annuity sales in the US.

Alan has a master’s degree from Vanderbilt University’s Owen School of Management and a bachelor’s degree from The University of Alabama, where he is a member of the Board of Visitors for the Culverhouse College of Business.

4755305 – 0825

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