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Risk calculation

Analysis
StructrPro: at-risk growth widens gap in the US, protected growth remains marginal

31 Jan 2024

StructrPro: at-risk growth widens gap in the US, protected growth remains marginal

In this article, we look at the market dynamics in the US around growth and income products over the last three years.

Expert View
StructrPro: at-risk growth widens gap in the US, protected growth remains marginal

30 Jan 2024

StructrPro: at-risk growth widens gap in the US, protected growth remains marginal

In this article, we look at the market dynamics in the US around growth and income products over the last three years.

Regulation
Eusipa calls for exemption from new Priips RTS

24 Feb 2021

Eusipa calls for exemption from new Priips RTS

The European structured products trade body claims the new RTS will result in delivering conflicting KIDs on Category 1 and 3 structured products.

Regulation
Efama: Priips regime in limbo

24 Aug 2020

Efama: Priips regime in limbo

The European trade body is calling for an immediate extension of the Ucits exemption, as well as an urgent Level 1 review of the regulation.

Regulation
Priips simplified SRI can hide the true picture of risk

22 Jul 2020

Priips simplified SRI can hide the true picture of risk

As the Priips review stalls following the European regulators’ failure to agree on the Kid RTS review fuelling uncertainty as of how the final rules will look like, the Priips regime stays as it is until further notice.

Regulation
EU regulators fail to agree on Priips RTS review

21 Jul 2020

EU regulators fail to agree on Priips RTS review

The European Supervisory Authorities (ESAs) have informed the European Commission of the outcome of the review conducted by the regulators of the key information document (Kid) for packaged retail and insurance-based investment products (Priips).

Regulation
Eusipa: Priips RTS review reveals lack of certainty

20 Feb 2020

Eusipa: Priips RTS review reveals lack of certainty

The modifications on Regulatory Technical Standards (RTS) proposed by the ESAs under the Priips review ‘fail to address the fundamental problem posed by the fact that the Priips Kid is in practice (…) not sufficiently or at all used for the originally intended purpose,' according to the European Structured Investments Association (Eusipa).

Regulation
European trade bodies call out Priips ‘piecemeal’ approach

17 Feb 2020

European trade bodies call out Priips ‘piecemeal’ approach

A group of European associations representing the banking, funds and insurance industries have written to the European Commission to express ‘serious concerns‘ in relation to the Priips review launched in October 2019.

Regulation
EU regulators clash with EC over Priips performance scenario approach

03 Sep 2019

EU regulators clash with EC over Priips performance scenario approach

ESAs say exclusion of performance scenarios options from Priips consumer testing exercise limits scope of regulation; Structured products industry questions whether EU regulators can absorb any results of the consumer testing exercise as they draft RTS paper.

Market
Levendi rolls out Mifid 2 compliant service for structured products

14 Feb 2019

Levendi rolls out Mifid 2 compliant service for structured products

UK firm targets issuers ans distributors with analysis to match regulatory requirements around expected return, attitude to risk, worst case scenario, etc

Regulation
Houston, we have a problem: the Kids are ‘useless’

29 Nov 2018

Houston, we have a problem: the Kids are ‘useless’

A random risk analysis of three products shows how creating two parallel but different 1-7 risk scales has added to the confusion in the market, while the vagueness of the definitions around the risk calculations for expected returns has resulted in every bank doing this differently

Regulation
Past performance back on the agenda as consumer group aims at Ucits Exemption review

29 Oct 2018

Past performance back on the agenda as consumer group aims at Ucits Exemption review

Better Finance says Priips rules ‘contradict and violate’ Mifid 2 provisions as the information on performance provided will not be clear and understandable to the majority of EU investors.