Tag: Fintech
SRP Americas Awards 2021: Axio’s SMA adds strategic layer to structured products investing
International | Conferences
12 Oct 2021 by Lavanya Nair
US structured products platform Axio Financial was recognised with the ‘Innovative product of the year’ award during the SRP Americas 2021 conference for its recently launched Outcome Driven SMA (separately managed account).
SRP Americas 2021: technology and distribution
North America | Conferences
08 Oct 2021 by Lavanya Nair
Industry figureheads joined the SRP Americas 2021 conference last week to discuss the on-going impact of digitalisation in the structured product industry and the significance of fintech platforms as well as their growing roles in facilitating customer needs.
CAIS Q&A: equity bucket growth notes, defined outcome strategies will dominate the fintech space
North America | Technology
05 Oct 2021 by Lavanya Nair
SRP caught up with Marc Premselaar (pictured), senior managing director at fintech platform CAIS to discuss structured notes activity at the firm.
SRP Americas 2021: Product trends in Latam
International | Conferences
01 Oct 2021 by Lavanya Nair
This panel discussion explored current structured product trends throughout the Latin American market.
Arabesque introduces AI powered asset management tool
International | Technology
21 Sep 2021 by SRP News
The global fintech company has rolled out a fully AI-powered portfolio manager that emulates the human decision-making process in asset management.
US fintech platform to take over Axio
North America | Technology
21 Sep 2021 by Lavanya Nair
iCapital, which delivers access to alternative investing to asset and wealth managers, has announced plans to acquire third-party distributor for structured notes Axio.
Buyside view: callable yield notes stir up attention
North America | Products
08 Sep 2021 by Lavanya Nair
The US firm has appointed a head of structured products to respond to increasing demand from investors seeking solutions that can balance equity market growth potential with some downside protection.
Halo: structured products can be a very elegant solution
North America | Technology
04 Aug 2021 by Lavanya Nair
The US multi-issuer structured products platform entered the annuities space earlier this year as a natural evolution following the initial launch of its structured notes platform and expansion into buffered ETFs.
Swiss tech provider builds Netflix for investors
International | Technology
31 Jul 2021 by Marc Wolterink
New tool allows investors access to customised indices via their phone.
