Tag: Morningstar
SRP in brief: coming and going
International | Industry
18 Jul 2022 by Amélie Labbe
Structured product veterans join wealth management specialists while volume and issuance levels in Asia Pacific come under scrutiny.
People: UBS GWM veteran departs, US family office taps former CS structured products head
International | People
13 Jul 2022 by SRP News
Iqbal Khan becomes sole president of the bank’s global wealth management arm; former head of structured product sales and development at Credit Suisse joins Rockefeller; and more.
Morningstar: structured products are a fundamental part of our global growth strategy
International | Features
11 Jul 2022 by Pablo Conde
The US index provider is expanding its footprint in the retail structured products market as part of its global growth strategy to build and expand its channels of distribution.
Citi licences Morningstar gender diversity index for structured products
International | Indices
07 Jul 2022 by Marc Wolterink
Citi, Morningstar and Equileap have collaborated for the launch of a new gender diversity index.
Latest: BNP Paribas doubles down on UK focus
International | Industry
13 Jun 2022 by SRP News
US structured products association adds new member; BNY Mellon’s Pershing joins Halo; Cboe partners with Morningstar; Luma adds to annuities.
Luma expands ecosystem with Nasdaq, Yieldstreet deals
International | Technology
08 Jun 2022 by Pablo Conde
The US platform is seeking to increase transparency and accessibility as well as putting structured products on a level playing field with other investment vehicles.
Latest: Luma, Morningstar collaborate on structured products data analytics
International | Industry
07 Mar 2022 by SRP News
Luma has teamed up with Morningstar to bring structured product data and analytics to Morningstar Advisor Workstation subscribers.
Halo debuts Morningstar linked structured notes
North America | Products
21 Jan 2022 by Lavanya Nair
The US platform expands its structured notes lineup and adds Morningstar research to help financial advisers meet the savings and retirement goals of their clients.
Moorgate: days of one-size-fits-all approach for indices are counted
International | Indices
05 Jan 2022 by Pablo Conde
The acquisition of Moorgate Benchmarks by Morningstar in mid-September signals a new phase of investment and growth for its index business.
