Tag: Morningstar
Morningstar: choppy market has put focus on overlooked, defensive assets
International | Indices
10 Sep 2024 by Pablo Conde
The American financial services firm is seeking to differentiate its offering by leveraging its research capabilities to identify new sources of alpha across industry sectors to develop new indexes.
Product wrap: Citi tracks Morningstar eurozone index via daily autocall
International | Products
23 Aug 2024 by Marc Wolterink
In this week’s wrap we look at a selection of structured products with strike dates between 18-24 August 2024.
SRP Apac 2024: complexity vs simplicity
Asia Pacific | Conferences
15 May 2024 by Summer Wang
Three panellists discussed the latest trends and innovations in indexing, including the need for simplicity in the face of increasing complexity, and how products responded to investors needs for high conviction as well as non-directional exposure.
SRP Europe 2024: finding a sweet spot between purity and complexity
Europe | Industry
20 Mar 2024 by Jocelyn Yang
Data and technologies could make it “more possible” for the industry to deliver better thematic indices, panelists said during the panel at SRP Europe Conference 2024 in London this week.
Morningstar aims at sector specific strategies to address market shifts
International | Industry
06 Feb 2024 by Pablo Conde
The index provider is promoting research-driven index-based investment approaches to address sector risk.
Arrivals & departures: top moves of 2023 – index providers
International | Industry
22 Jan 2024 by SRP News
As 2024 kicks off, SRP looks back at the most relevant people moves in the structured product industry in the past year. Today we focus on index providers.
Product wrap: Goldman offers capital protection on Morningstar-linked autocall, Leonteq targets Czech audience
International | Products
21 Dec 2023 by Marc Wolterink
In the final wrap of the year, we look at a selection of structured products with strike dates between 17-30 December 2023.
SRP in brief: back on the scene
International | Products
18 Dec 2023 by SRP News
Good times for structured products in Europe while the performance of HSCEI continues to be a cause for concern in South Korea.
Citi deploys new Morningstar SDG play
Europe | Indices
14 Dec 2023 by SRP News
The bank adds the new index to its range of ESG structured products sold in Europe.
