Tag: Portfolio construction
Buy-side: new Swiss entrant aims at leveraging old private banking values
Europe | Products
28 May 2024 by Pablo Conde
The new Swiss investment services startup, founded in 2023, is seeking to leverage structured products to add value to investors' portfolios.
SRP Europe 2024: matching investor needs with manager's market views
Europe | Industry
28 Mar 2024 by Summer Wang
On the second day of the SRP Europe 2024 Conference, a senior structurer and a portfolio manager exchanged their views on popular strategies and investor behaviour.
SRP in brief: an eventful week
International | Industry
25 Mar 2024 by SRP News
A key highlight of the past week was the 21st edition of the SRP Europe Conference and Awards, which took place from 18 to 20 March at etc venues, Bishopsgate in London.
Ai for alpha: issuers are using machine learning solutions to develop new products
International | Industry
01 Jun 2023 by Pablo Conde
The artificial intelligence (AI) revolution is upon us and the structured products market has already embraced it by incorporating underlying indices powered by machine learning algorithms.
UBS: MLCDs/MLNs, a good bet to outperform stocks and bonds
North America | Products
22 Nov 2022 by SRP News
The Swiss bank believes these products can be especially effective as a part of a fixed income bond ladder in a liquidity strategy.
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.
SRP Europe 2022: autocalls in portfolio construction
Europe | Conferences
07 Apr 2022 by SRP News
At the SRP Europe Conference 2022, four panelists discussed their practices of incorporating structured products into portfolio management featuring autocalls on 24 March.
SRP Europe 2021: buy-side case studies - Fusion Asset Management
Europe | Conferences
08 Mar 2021 by Summer Wang
Taras Rybak (pictured), partner and head of investment solutions at the London and Moscow-based asset management firm demonstrates how to offer a value proposition with structured products for end investors.
Structured products and portfolio construction
International | Products
03 Feb 2021 by Tim Mortimer - FVC
SRP looks at the different building blocks in portfolio construction and how instruments such as structured products fit in a portfolio as they are designed for risk reduction and limiting losses.
