Tag: Morningstar
Latest: Luma plugs in annuity solutions provider, Barclays to issue products on VSE exchange
International | Industry
17 Nov 2023 by SRP News
Luma Financial Technologies (Luma) has announced a partnership with RetireOne, a US independent platform for fee-based insurance solutions.
Product wrap: Goldman builds momentum in the US, MS targets renewable energy
International | Products
18 Aug 2023 by Marc Wolterink
In this week’s wrap we look at a selection of structured products with strike dates between 13-19 August 2023.
Morningstar: we select themes based on equity research
International | Indices
05 Jul 2023 by Pablo Conde
Morningstar is growing its footprint in the structured products market on the back of new demand for thematic underlyings seeking to capture new trends and growth stories.
Decrement: increased competition
International | Industry
30 Jun 2023 by SRP News
In the second part of this analysis on the decrement overlay and its use in the structured products market over the last two years, we look at the main providers of indices with decrement features and the most featured decrement underlyings across markets in terms of issuance and sales.
Thematic indices – capturing new trends
International | Indices
28 Jun 2023 by SRP News
Thematic indices provide exposure to broad investment themes evolving around the adoption of forward-looking structural changes that are expected to transform social and economic affairs.
SRP in brief: leading the way
International | Industry
26 Jun 2023 by Amélie Labbe
Asia Pacific continues to lead the way appointment wise. Elsewhere, the US regulator issues a fine and the European industry calls out sales process restrictions.
HSBC dispatches new Morningstar social play
International | Indices
21 Jun 2023 by SRP News
The new index has been designed to provide exposure to eurozone-based companies committed to strong social policies and supported by data and risk ratings from Sustainalytics.
Product wrap: Citi, Morningstar explore transatlantic trail
International | Products
16 Jun 2023 by Marc Wolterink
In this week’s wrap we look at a selection of structured products with strike dates between 11-17 June 2023.
SRP in brief: troubled waters
International | Industry
02 May 2023 by Amélie Labbe
Check out SRP’s new brand and identity!
