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Investment portfolios

Events
Derivia Middle East 2024: outperforming traditional portfolios

25 Nov 2024

Derivia Middle East 2024: outperforming traditional portfolios

The role of structured products in insurance and pension funds was discussed during the inaugural Derivia Intelligence Middle East conference in Dubai on 20 November.

Events
SRP Americas 2023: inching towards mainstream

09 Oct 2023

SRP Americas 2023: inching towards mainstream

Structured products have become the go-to investment solution in the US market in recent years.

Events
SRP Americas 2021: trends and innovations in the indexed insurance world

07 Oct 2021

SRP Americas 2021: trends and innovations in the indexed insurance world

The US insurance market has increased the use of custom and proprietary underlyings to deliver value to retirement investors.

Products
Valuations: navigating market conditions and portfolio management

23 Jun 2021

Valuations: navigating market conditions and portfolio management

In this article, we look at the role of independent valuations in structured products to enable distributors and investors to connect the start and end points of structured products.

Products
Private banking: How to recover loss positions on client portfolios using structured products

27 Jan 2020

Private banking: How to recover loss positions on client portfolios using structured products

Andorra-based private bank Morabanc has launched a new product to help clients restructure their portfolios when some of the positions are delivering losses.

Products
Product snapshot: Using structured products to enhance investment portfolios

26 Jun 2019

Product snapshot: Using structured products to enhance investment portfolios

The key properties of most structured products are generally acknowledged as capital protection and yield enhancement.

Events
SRP Africa: The ability to deploy cash quickly is a key advantage

12 Mar 2019

SRP Africa: The ability to deploy cash quickly is a key advantage

The everyday challenges of managing a structured products portfolio, tailoring advice to market events, the secondary market, and issuer selection, were among the topics of the ‘Construction and management of a structured products portfolio’ discussion at the SRP Africa Conference 2019, held in Cape Town on March 7.

Products
Product snapshot: AG Insurance bets on dollar-denominated ‘best of’ portfolio structure

30 Jan 2019

Product snapshot: AG Insurance bets on dollar-denominated ‘best of’ portfolio structure

The Belgian insurer reintroduces a profiled payoff to offer retail investors access to the best performing regions and asset classes

Market
German investors' portfolios hit by Dax  performance

07 Dec 2018

German investors' portfolios hit by Dax performance

Structured products investors in Germany saw the performance of their investment portfolios ‘strongly influenced’ by this year’s headwinds in the domestic equities market, where the German blue-chip index Dax lost 13% of its value this year, according to the Deutscher Derivate Verband (DDV) November survey.

Market
‘Naked’ allocation to stocks and bonds carries a high-risk premium, BlackBee

11 Sep 2018

‘Naked’ allocation to stocks and bonds carries a high-risk premium, BlackBee

BlackBee is marketing three index-linked structured products to its clients in Ireland.