Tag: Investment portfolios
SRP Americas 2023: inching towards mainstream
North America | Conferences
09 Oct 2023 by SRP News
Structured products have become the go-to investment solution in the US market in recent years.
SRP Americas 2021: trends and innovations in the indexed insurance world
North America | Conferences
07 Oct 2021 by Lavanya Nair
The US insurance market has increased the use of custom and proprietary underlyings to deliver value to retirement investors.
Valuations: navigating market conditions and portfolio management
International | Products
23 Jun 2021 by Tim Mortimer - FVC
In this article, we look at the role of independent valuations in structured products to enable distributors and investors to connect the start and end points of structured products.
Private banking: How to recover loss positions on client portfolios using structured products
International | Features
27 Jan 2020 by Pablo Conde
Andorra-based private bank Morabanc has launched a new product to help clients restructure their portfolios when some of the positions are delivering losses.
Product snapshot: Using structured products to enhance investment portfolios
International | Products
26 Jun 2019 by Tim Mortimer - Future Value Consultants (FVC)
The key properties of most structured products are generally acknowledged as capital protection and yield enhancement.
SRP Africa: The ability to deploy cash quickly is a key advantage
Middle East & Africa | Conferences
12 Mar 2019 by SRP News
The everyday challenges of managing a structured products portfolio, tailoring advice to market events, the secondary market, and issuer selection, were among the topics of the ‘Construction and management of a structured products portfolio’ discussion at the SRP Africa Conference 2019, held in Cape Town on March 7.
Product snapshot: AG Insurance bets on dollar-denominated ‘best of’ portfolio structure
Europe | Products
30 Jan 2019 by Marc Wolterink
The Belgian insurer reintroduces a profiled payoff to offer retail investors access to the best performing regions and asset classes
German investors' portfolios hit by Dax performance
Europe | Industry
07 Dec 2018 by Suzanna Moni
Structured products investors in Germany saw the performance of their investment portfolios ‘strongly influenced’ by this year’s headwinds in the domestic equities market, where the German blue-chip index Dax lost 13% of its value this year, according to the Deutscher Derivate Verband (DDV) November survey.
‘Naked’ allocation to stocks and bonds carries a high-risk premium, BlackBee
Europe | Industry
11 Sep 2018 by Marc Wolterink
BlackBee is marketing three index-linked structured products to its clients in Ireland.
