Tag: Technology
Halo: market vol, a driving force for platforms
International | Industry
26 Mar 2020 by Lavanya Nair & Pablo Conde
The current market environment brings uncertainty for clients looking to protect their investments. Structured product platforms prove to be an invaluable resource for those looking to start or scale the use of these products in portfolios.
DPL: Fee-only approach has triggered new demand for indexed annuities
North America | Products
12 Mar 2020 by Lavanya Nair & Pablo Conde
DPL recently partnered with life insurance firm, Jackson National to offer advisory variable and fixed index annuities. SRP data shows that Jackson Life has 57 fixed index annuities that are tied to the S&P500, MSCI EAFE, Jackson Strategic4 and Jackson Multi-Strategy indices.
Stropro: the new kid on the block
Asia Pacific | Technology
10 Mar 2020 by Pablo Conde
The recently-launched multi-dealer platform gains traction with HNWIs, family offices and advisers in Australia as it continues to build up its team and the platform’s capabilities and offering with the aim of disrupting the private banking channel in the country.
SRP Europe 2020: Automation & regtech: the key to market growth?
Europe | Conferences
12 Feb 2020 by SRP News
The focus on technology to improve internal systems and drive efficiency is ever increasing while innovation in regtech helps companies comply with the latest regulatory requirements, according to panellists at the ‘automation & regtech session’ at SRP Europe 2020 on January 30 in London.
Stropro rollsout structured investments platform in Australia
Asia Pacific | Technology
11 Feb 2020 by Pablo Conde
The Australian fintech startup founded in 2019 has launched a structured investments platform to enhance investors’ experience and bolster activity in the country’s structured product market.
Athene USA debuts two ‘exclusive’ prop systematic strategies
North America | Products
10 Feb 2020 by SRP News
The annuity and life insurance provider has expanded its fixed indexed annuity (FIA) line-up with the addition of two exclusive new indices featuring state of the art technology.
View from the top: platforms are helping with ‘product push’ approach
International | Features
04 Feb 2020 by Pablo Conde
Luma Financial Technologies has bolstered its platform infrastructure via a partnership with French fintech firm LexiFi. SRP spoke to president and CEO Tim Bonacci (pictured) about the added value of Lexifi’s core derivative technology, the scope to grow the platform’s client base on the back of the expanded capabilities, the evolution of the US markets’ platform space.
Buy-side view - Fortem Capital: we’re not convinced RFQ tools/MIPs offer value for money
Europe | Industry
09 Jan 2020 by Pablo Conde
Fortem Capital partnered with Lowes Financial Management to launch the UK Defined Strategy Fund which invests in a variety of strategies most commonly seen within structured investments, aims to deliver in excess of a cash (Libor 3-months) plus five percent return per annum over the medium to long term.
Swiss bank deploys Numerix Oneview platform for its structured notes business
International | Technology
14 Nov 2019 by Pablo Conde
Luzerner Kantonalbank AG will use Numerix’s analytics to price structured notes in real-time, and to distribute tradeable bid/offer prices.
