Autocalls have taken over the mantle from rev convs in the US, Exceed
Exceed Investments has diversified its offering over the last two years in a move to go beyond the structured products market and capitalise on new opportunities around the US define outcomes segment. Following the launch of the Catalyst Exceed Defined Risk Fund, SRP spoke to the firm's chief executive, Joe Halpern (pictured), about the increased activity in the unit investment trust (UIT) segment as a result of regulatory uncertainty, what issuer platforms can offer to US retail investors and what products will remain in focus for the remaining of the year.
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