iCapital

22 Jul 2024

Latest: Premialab adds three new 'pure' factors to QIS range

In this week's round up we cover some of the latest news in the global structured products market including the launch of new QIS factors by Premilab, as well as iCapital's partnership with a US advisor and Clearstream's move to enable mass issuance, among others.

14 May 2024

Latest: GS introduces alternative lending, GenTwo targets banks with B2B AMC issuance hub

This week’s latest roundup features the launch of three platforms involving structured notes and actively managed certificates (AMCs), as well as new ETN launches.

24 Oct 2023

Latest: iCapital onboards advisers in US, Australia

The US alternative investment platform has added two new clients to help manage and scale private equity and hedge fund investments.

27 Jul 2023

Latest: iCapital introduces new portfolio analytics tool

In this week’s latest round up we cover the debut of the Blue Bond Index; the launch of Nomura’s wealth management operations in Dubai; and the new Canadian commodity benchmark rules, among others.

28 Apr 2023

People: Morningstar Europe index head exits, iCapital promotes structured products specialist

The executive joined the index provider after the acquisition of Moorgate Benchmarks in 2021; iCapital has promoted within the Axio ranks; HSBC appoints global head of equity derivatives and synthetic prime brokerage trade validation; and more.

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.

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).

05 Jan 2023

People: Unicredit’s head of PIP shifts to investment strategy

In this week's roundup, SRP covers senior people moves in the structured product industry at Unicredit, Société Générale, Standard Chartered Bank, BNP Paribas, Cboe and iCapital.

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.

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.