Case Study 1: Consolidating data from various sources
As a global and multi-specialist player, Bank X must integrate structured products information with other types of investment products to carry out analysis country by country or on regional basis for senior management reports or to satisfy regulatory requirements.
For example, what is our aggregated risk exposure to the S&P 500 if we include ETFs?
What is the opportunity in the market for our index if we include structured products with turbos and warrants?
- Monthly feed covering all key regions and individual countries, to include (aggregate) sales volumes for all structured products including non-retail, leverage and flow & others products.
- Via the API, data is integrated into Bank X's in-house systems, allowing them to gain more insight into their current positions in each market where they are active, in the context of wider investment activity.
Case study 2: Automating complex analysis
The structured products business at Bank Y is significant, but recently focus on margins has been more important than ever. Bank Y has a full-time team of analysts who aggregate and analyse data by asset class and payoff, in order to help monitor key trends and spot new opportunities. Although extremely valuable, the cost of maintaining this team in the current climate is difficult to justify. With the API, feeds of bespoke data can be delivered directly on to in-house systems, allowing Index Provider Y to allocate resources more efficiently. For example, the analysts can spend time previously spent on aggregation, segmentation and laborious data collection on analysing the data itself - thereby freeing up internal resources which are better utilized elsewhere, on tasks which cannot be automated.
Overall dedicated head-count on the analytics team was reduced by 15%, equating in significant cost savings for this leading Bank.
Bank Y now receive market share on each payoff type, for each country of interest, allowing them to benchmark their performance against their key competitors thanks to the monthly API feed of data.
API request example:
- Monthly feed covering sales volumes data for all key markets of interest, including all CPPI product figures, per month.
- One - off request via API to aggregate historic product data for the last 15 years and an automated monthly request going forward to ensure all product information is up-to-date and comprehensive.
- Daily feed for current offers and recent additions for all markets of interest, excluding flow & others products.
Case study 3: Real- time information & consolidation
As the largest domestic regulator, this entity has the duty to regulate all markets of financial instruments in the country. As such, structured products need to be analysed within a wider context. API data feeds will enable this regulator to integrate the structured products information with other types of investment products, helping them carry out analysis provider by provider in a timely and efficient manner, using data that is supplied in a standardised format. This saves time since banks often work differently to the same standards - API data will be homogenous. Weekly feeds of the most up-to-date data will help this regulator keep abreast of swiftly changing market conditions, trends and address any arising issues in a timely manner and allowing them to intervene - if necessary - much more efficiently.
API request example:
- Monthly feed of data for domestic market, including information on sales volumes by provider in comparison with previous year's results including non retail, leverage and flow & others products distributed in the specific market.
- Weekly feed of structured products sales including non retail, leverage and flow & others products distributed in the regulator's domestic market, split but provider group and payoff.
Case study 4: The stats you need to back up your latest business decision
This head of the SP division of a large global investment bank secured the go-ahead for expansion into a new market six months ago. Back then, he commissioned an expensive report into the top ten providers in that specific market (split by asset class) in order to gauge the opportunity. He also requested a report on volumes sold, most popular products for the specific market as well as for the neighbouring markets in the region.
Now he can get this information on a daily, weekly or monthly basis via the API. Whenever he needs it or whenever he has a last minute meeting request. He's got the independent data to track exactly how the planned expansion is going, how much market share has his company gained month-on-month and how much they will gain year-on-year.
Some ad-hoc API request examples:
- To track competitor activity: A feed of all the products launched in a particular country by a certain provider over a given period.
- To track the best-yielding products for New Product Development purposes when entering a new market: A feed of all capital at risk products that have offered an annualized performance to investors of more than 2% pa in Country X.
- To see how many products launched by this investment bank are linked to a specific index: A feed of products in all countries that are linked to the MSCI Emerging Markets index (excluding flow & others and leverage products).
Case study 5: launching a new service, using our data
As one of the top 3 global manufacturers of structured products, the structured products business at this investment bank accounts for a significant portion of overall revenues and their client base is one of the largest in the industry. To keep up with evolving trends, and service their client base more effectively, this investment bank wants to launch an app for its clients that showcases all the products they issue, alongside products with similar structures issued by other manufacturers. This move is all part of their overall marketing strategy to position the bank as the most transparent player - an app which would easily allow their client base to keep track of their product offering, and compare it with that of other manufacturers, is a logical step. There's only one problem: aggregating historic and future data in a cost-effective, homogenous manner.
API request example:
- Historic feed of all of this product manufacturer's structured product data, alongside data for products issued by other manufacturers with similar structures and yields.
- Daily feed of latest product additions from this manufacturer, alongside products with similar structures and yields issued by other manufacturers.
Case Study 6: Global Index Provider looking to break into a new market
This leading global Index Provider is looking for new opportunities and has identified the Asian region as the key opportunity for growth. SRP's API has helped this Index Provider extract and incorporate the data required to build a solid business justifying expansion into the Asian Region.
API request example:
- Historic feed, quarterly and yearly, breaking down Index Provider in question's market share in each Asian country where SPs are widely distributed
- Feed of historic market share for Index Provider in question Vs key competitors
- Historic and on-going monthly feed of most popular underlying/asset class in each market
To discuss your specific requirements or help pin-point the data requests most suited to your individual requirements, contact us today.