Insights by Tag:

Customisation

Products
FTSE Russell aims at customisation in market push

06 Dec 2024

FTSE Russell aims at customisation in market push

The provider of benchmarks and indices is seeking to leverage its global presence to increase its footprint in the structured products market.

Products
UBS: the retirement space remains a challenge for the industry

28 Mar 2024

UBS: the retirement space remains a challenge for the industry

Pension and life insurance providers of long-term investments and solutions are increasingly looking at structured products to deliver alternatives as traditional products struggle to meet the needs of retirement investors.

Products
Hilbert enters French, UK retirement sectors

22 Mar 2024

Hilbert enters French, UK retirement sectors

The UK/French boutique is leveraging the “moving parts” of structured products to move in the pension space.

Market
IVM Markets (part 2): towards self-service, personalisation

06 Dec 2023

IVM Markets (part 2): towards self-service, personalisation

The UK fintech is making inroads into the structured products markets with its SaaS platform via multi-issuer platforms and seeking to capitalize on the market’s shift towards customization.

Products
Morningstar begins year on a high, seeks to capitalise on shift towards customisation

12 Jan 2023

Morningstar begins year on a high, seeks to capitalise on shift towards customisation

The index provider has seen its footprint in the structured products market increasing significantly since the beginning of 2022.

Events
Qontigo: customisation and technology are at the core of our strategy

07 Jun 2022

Qontigo: customisation and technology are at the core of our strategy

Qontigo won the Index of the Year award in this year’s SRP Europe conference with a joint submission with French financial intermediary firm Silex on the Euro iStoxx Ocean Care 40 index.

Technology
FNZ: long-term open-ended structures require specialised expertise

16 Nov 2021

FNZ: long-term open-ended structures require specialised expertise

Investment banks and asset managers are adopting new technology to respond to demand for structured products and customisation in the long-term savings and retirement space.

Products
Hang Seng Bank debuts customised ELI with US equity underlyings

20 Oct 2021

Hang Seng Bank debuts customised ELI with US equity underlyings

In a first for the Hong Kong market, Hang Seng Bank has introduced equity-linked investments (ELI) linked to US stocks for retail investors with a minimum ticket of HK$100,000 (US$12,861).

Events
SRP Europe 2021: case studies – Julius Baer on customisation

16 Mar 2021

SRP Europe 2021: case studies – Julius Baer on customisation

The head of tailored solutions and external sales, structured products at Julius Baer Mauro Aversano (pictured) joined as a panelist during SRP’s flagship Europe conference to discuss the role of the financial services firm in delivering a more unique set of structured products to the industry.

Market
SRP Europe 2021: empowering investors with customisable structured products

10 Mar 2021

SRP Europe 2021: empowering investors with customisable structured products

Tom Lovett (pictured), the chief commercial officer at FNZ Group, discussed the role of the financial services firm in delivering a more unique set of structured products to the industry during a presentation at SRP’s flagship Europe virtual conference held last week.