26 Apr 2023
Latest: new AMCs launched, SEC releases Reg BI guidance
A Swiss investment firm specialised in the timber industry is pitching a new product seeking to capitalise on changes to established business practices; UBS has listed five new AMCs in South Africa; Citi partners with Qontigo to launch clean energy-linked products; and more.
20 Apr 2023
GS issuance dives in Q1, revenues dip
The US bank has significantly decreased its US issuance in Q1 23 - revenues dropped mainly due to a slowdown in its global banking & markets activity.
17 Feb 2023
Latest: MSCI targets US annuity market with new vol control indexes
MSCI has announced a collaboration with Salt Financial to create risk-controlled index solutions for insurance companies using Salt's patent-pending truVol Risk Control Engine (RCE).
07 Oct 2022
Product wrap: Millennium focuses on Japan, offers 100% protection
In this week’s wrap, we look at a selection of structured products with strike dates between 2-8 October 2022.
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25 Jul 2022
SRP in brief: totally tech
Tech headlines dominated the news this week, as some of the major US platforms consolidated their capabilities.
20 Jul 2022
Simon Markets: the 60/40 portfolio approach is broken, advisors want alternatives
Three and a half years after the Simon Markets spin-off from Goldman, its chief executive Jason Broder reflects on the company’s achievements, and how platforms have not only changed the market landscape but have brought structured products to the mainstream in the US market.
19 Jul 2022
iCapital: we want advisors think holistically about portfolio alternatives
The deal includes the acquisition of Simon Markets, the platform’s allocation analysis and portfolio construction tool designed to evaluate how structured investments and/or annuities may fit in a portfolio.
24 Jun 2022
Product wrap: French postal bank offers access to Stoxx ESG index
In this week’s wrap, we look at a selection of structured products with strike dates between 19-25 June 2022.
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30 May 2022
SRP in brief: growing up
In the week that saw HSBC Private Banking’s Lavanya Chari become SRP Apac 2022’s personality of the year, we also saw an increase in M&A activity in the structured product space.
25 May 2022
iCapital snaps up Simon Markets
The deal adds education and servicing capabilities of the asset and wealth management fintech platform.
13 May 2022
Product wrap: SG tracks mutual fund with 70/30 note
In this week’s wrap, we look at a selection of structured products with strike dates between 8-14 May 2022.
17 Feb 2022
Latest: Citi enters Simon consortium as new investor
The US bank is the latest structured products provider to make a strategic investment in the platform owned by seven other financial institutions.