Tag: Simon Markets

Latest: new AMCs launched, SEC releases Reg BI guidance

International | Industry

26 Apr 2023 by SRP News

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.

GS issuance dives in Q1, revenues dip

International | Industry

20 Apr 2023 by Summer Wang

The US bank has significantly decreased its US issuance in Q1 23 - revenues dropped mainly due to a slowdown in its global banking & markets activity.

Latest: MSCI targets US annuity market with new vol control indexes

International | Industry

17 Feb 2023 by SRP News

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).

Product wrap: Millennium focuses on Japan, offers 100% protection

International | Products

07 Oct 2022 by Marc Wolterink

In this week’s wrap, we look at a selection of structured products with strike dates between 2-8 October 2022.

SRP in brief: totally tech

International | Industry

25 Jul 2022 by Amélie Labbe

Tech headlines dominated the news this week, as some of the major US platforms consolidated their capabilities.

Simon Markets: the 60/40 portfolio approach is broken, advisors want alternatives

North America | Technology

20 Jul 2022 by Pablo Conde

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.

iCapital: we want advisors think holistically about portfolio alternatives

North America | Technology

19 Jul 2022 by Pablo Conde

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.

Product wrap: French postal bank offers access to Stoxx ESG index

International | Products

24 Jun 2022 by Marc Wolterink

In this week’s wrap, we look at a selection of structured products with strike dates between 19-25 June 2022.

SRP in brief: growing up

International | Industry

30 May 2022 by Amélie Labbe

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.