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Morningstar

Products
Morningstar: choppy market has put focus on overlooked, defensive assets

10 Sep 2024

Morningstar: choppy market has put focus on overlooked, defensive assets

The American financial services firm is seeking to differentiate its offering by leveraging its research capabilities to identify new sources of alpha across industry sectors to develop new indexes.

Products
Product wrap: Citi tracks Morningstar eurozone index via daily autocall

23 Aug 2024

Product wrap: Citi tracks Morningstar eurozone index via daily autocall

In this week’s wrap we look at a selection of structured products with strike dates between 18-24 August 2024.

Events
SRP Apac 2024: complexity vs simplicity

15 May 2024

SRP Apac 2024: complexity vs simplicity

Three panellists discussed the latest trends and innovations in indexing, including the need for simplicity in the face of increasing complexity, and how products responded to investors needs for high conviction as well as non-directional exposure.

Market
SRP Europe 2024: finding a sweet spot between purity and complexity

20 Mar 2024

SRP Europe 2024: finding a sweet spot between purity and complexity

Data and technologies could make it “more possible” for the industry to deliver better thematic indices, panelists said during the panel at SRP Europe Conference 2024 in London this week.

Market
Morningstar aims at sector specific strategies to address market shifts

06 Feb 2024

Morningstar aims at sector specific strategies to address market shifts

The index provider is promoting research-driven index-based investment approaches to address sector risk.

People
Arrivals & departures: top moves of 2023 – index providers

22 Jan 2024

Arrivals & departures: top moves of 2023 – index providers

As 2024 kicks off, SRP looks back at the most relevant people moves in the structured product industry in the past year. Today we focus on index providers.

Products
Product wrap: Goldman offers capital protection on Morningstar-linked autocall, Leonteq targets Czech audience

21 Dec 2023

Product wrap: Goldman offers capital protection on Morningstar-linked autocall, Leonteq targets Czech audience

In the final wrap of the year, we look at a selection of structured products with strike dates between 17-30 December 2023.

Products
SRP in brief: back on the scene

18 Dec 2023

SRP in brief: back on the scene

Good times for structured products in Europe while the performance of HSCEI continues to be a cause for concern in South Korea.

Products
Citi deploys new Morningstar SDG play

14 Dec 2023

Citi deploys new Morningstar SDG play

The bank adds the new index to its range of ESG structured products sold in Europe.

Market
Latest: Luma plugs in annuity solutions provider, Barclays to issue products on VSE exchange

17 Nov 2023

Latest: Luma plugs in annuity solutions provider, Barclays to issue products on VSE exchange

Luma Financial Technologies (Luma) has announced a partnership with RetireOne, a US independent platform for fee-based insurance solutions.

Products
Product wrap: Goldman builds momentum in the US, MS targets renewable energy

18 Aug 2023

Product wrap: Goldman builds momentum in the US, MS targets renewable energy

In this week’s wrap we look at a selection of structured products with strike dates between 13-19 August 2023.

Products
Morningstar: we select themes based on equity research

05 Jul 2023

Morningstar: we select themes based on equity research

Morningstar is growing its footprint in the structured products market on the back of new demand for thematic underlyings seeking to capture new trends and growth stories.