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Portfolio construction

Products
Buy-side: new Swiss entrant aims at leveraging old private banking values

28 May 2024

Buy-side: new Swiss entrant aims at leveraging old private banking values

The new Swiss investment services startup, founded in 2023, is seeking to leverage structured products to add value to investors' portfolios.

Market
SRP Europe 2024: matching investor needs with manager's market views

28 Mar 2024

SRP Europe 2024: matching investor needs with manager's market views

On the second day of the SRP Europe 2024 Conference, a senior structurer and a portfolio manager exchanged their views on popular strategies and investor behaviour.

Market
SRP in brief: an eventful week

25 Mar 2024

SRP in brief: an eventful week

A key highlight of the past week was the 21st edition of the SRP Europe Conference and Awards, which took place from 18 to 20 March at etc venues, Bishopsgate in London.

Market
Ai for alpha: issuers are using machine learning solutions to develop new products

01 Jun 2023

Ai for alpha: issuers are using machine learning solutions to develop new products

The artificial intelligence (AI) revolution is upon us and the structured products market has already embraced it by incorporating underlying indices powered by machine learning algorithms.

Products
UBS: MLCDs/MLNs, a good bet to outperform stocks and bonds

22 Nov 2022

UBS: MLCDs/MLNs, a good bet to outperform stocks and bonds

The Swiss bank believes these products can be especially effective as a part of a fixed income bond ladder in a liquidity strategy.

Technology
iCapital: we want advisors think holistically about portfolio alternatives

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.

Events
SRP Europe 2022: autocalls in portfolio construction

07 Apr 2022

SRP Europe 2022: autocalls in portfolio construction

At the SRP Europe Conference 2022, four panelists discussed their practices of incorporating structured products into portfolio management featuring autocalls on 24 March.

Events
SRP Europe 2021: buy-side case studies - Fusion Asset Management

08 Mar 2021

SRP Europe 2021: buy-side case studies - Fusion Asset Management

Taras Rybak (pictured), partner and head of investment solutions at the London and Moscow-based asset management firm demonstrates how to offer a value proposition with structured products for end investors.

Products
Structured products and portfolio construction

03 Feb 2021

Structured products and portfolio construction

SRP looks at the different building blocks in portfolio construction and how instruments such as structured products fit in a portfolio as they are designed for risk reduction and limiting losses.

Market
Buyside view: size matters

11 Nov 2020

Buyside view: size matters

UK based Fusion Asset Management is promoting structured products as another component of an active management investment toolbox.

Products
Profile: Wealthinity, combining client servicing tools and investment solutions

12 Dec 2019

Profile: Wealthinity, combining client servicing tools and investment solutions

Following yesterday’s interview with Kirill Ilinski, managing partner at Fusion AM, SRP spoke to Taras Rybak (pictured), head of investment solutions at Fusion and co-founder of Wealthinity, the new platform targeted at advisors which will offer access to a range of pre-built investment portfolios featuring structured products.

Market
Buy side view - Fusion Asset Management: the flow market is attracting new players

11 Dec 2019

Buy side view - Fusion Asset Management: the flow market is attracting new players

Fusion Asset Management launched Wealthinity in mid-November – a new platform created to empower financial advisors, wealth managers and private banks, as well as small to medium firms to offer ‘customised investment solutions, service their clients faster and drive business growth, without any additional costs’.