Tag: CPPI
CPPI payoff structure returns
International | Products
31 Jul 2024 by Tim Mortimer - FVC
Constant Proportion Portfolio Insurance (CPPI) has had a long history and is a strategy that has elements in common with both structured products and managed funds.
Socius: leveraging structuring to build retirement portfolios
Europe | Technology
21 Mar 2024 by Pablo Conde
UK fintech provider Socius Technologies offers three products: a structured product administration platform that digitises paper-based processes, an account management system that allows product providers to provide personalised strategies, and a quantitative framework called SPERO to evaluate savings and retirement income strategies.
Ireland Market Review, Q1 2023: spotlight on CPPI and shark fin
Europe | Market Reviews
02 May 2023 by Velina Bulanova
Thirteen products were added to the Irish database in the first quarter of 2023, down four compared to the prior year quarter.
SRP Europe 2023: technology - feeding innovation through customisation
Europe | Conferences
28 Mar 2023 by Summer Wang
Four panellists covering the retirement and life insurance market discussed innovation in the structured product market and how technology is driving adoption across European markets.
Belgium Market Review, April 2021: lookback to the rescue, CPPI delivers
Europe | Market Reviews
28 May 2021 by Marc Wolterink
The lookback payoff was trending during the month whilst an open-ended CPPI fund from KBC continued to deliver.
Ireland Market Review, Q1 2021: come back of the CPPI, new indices debut
Europe | Market Reviews
06 Apr 2021 by Velina Bulanova
Sixteen products were added to the Irish database in Q1 2021, down 11 from the same quarter last year.
SRP in brief: onwards, upwards
International | Industry
13 Jul 2020 by Amélie Labbe
As the saying goes, necessity is the mother of invention. Structured product news this week saw several high-profile technological announcements which have attracted attention.
Rebalancing strategies: strengths and weaknesses
International | Products
08 Jul 2020 by Tim Mortimer - FVC
Constant proportional portfolio insurance (CPPI) has had a long history in the investment world as a proposition that straddles structured products and managed funds.
SRP Europe 2020: Autocalls continue to dominate, watch out for insurance TIPPs
Europe | Conferences
03 Feb 2020 by SRP News
The autocall remains one of the most popular structures – both for investors and the industry – however, people are often not aware how difficult these structures are to risk manage, and distributors are looking to diversify their offering, according to panellists at the ‘Strategies for diversification: beyond auto-call concentration’ discussion at SRP Europe 2020, held in London on January 30.
