Structured Products
154 white papers and resources
Below are a collection of structured products white papers which will show current thinking and modelling. Structured Products are designed to meet the financing requirements of companies beyond the remit of more conventional financial products. Generally offered by the large financial institutions, they are highly complex in nature and will be customised to meet specific risk-return objectives. Common structured products include collateralised bond obligations (CBOs), collateralised debt obligations (CDOs) and syndicated loans.
Commerzbank China Volatility Target Fund
An innovative partnership brings investors access to the alpha-generating capabilities of China Asset Management, the country’s leading domestic asset manager, while utilising sophisticated risk management techniques from Commerzbank.
Next-generation investors — How retail clients will invest in 2020
With the growing popularity of the different classes of high-tech, on-the-go electronic gadgets, it is predicted that the pattern of gathering investment product information and reaching investment decisions by next-generation retail investors will undergo a major paradigm shift.
Controlling volatility to reduce uncertainty
The past two years have seen a reduction in risk appetite from investors, with clients reverting to less complex payoffs. However, while payoff variety has contracted, creation of new underlying indexes has proliferated. Most notably, a new breed of transparent rule-based indexes, known as ‘dynamic…
The rise of multi-currency options
Adrian Campbell-Smith (RBS Currency Options Trading) and Ben Hamdani (RBS Currency Structuring) examine the realm of multi-currency options and explain some of the reasons behind their increasing popularity.
Valuation and transparency – Facing the challenges of risk and transparency
Why organisations need better risk management and transparency to adapt to the changing marketplace.
Capital protection in structured products – what are the choices?
Sophie Barnett, vice-president at Morgan Stanley, looks at the different types of capital protection that investors can achieve through structured products.
Rise of the clone
Focus on replication strategies has increased significantly over the course of 2009. In this article, Citi explains the practical applications of the Hybrid Absolute Return Portfolio index and how investors can benefit from using this investment strategy.
Rebuilding Confidence
As turmoil engulfed the global markets, Barclays Capital continued to provide innovative and superior service to its institutional and retail clients. With the markets on the road to recovery, the firm now sees demand for more exchange-traded products in Asia.
The RICI® EnhancedSM indexes – attracting increasing interest from institutional investors
The Royal Bank of Scotland discusses the development of a series of indexes called the RICI® EnhancedSM Series. These indexes aim to avoid the negative roll yield in benchmark commodity indexes with lower volatility and optimised performance.
Retirement Strategies
Recently, reduced household incomes from the decline in home and equity prices, as well as rising unemployment, have forced Americans to reconsider how they spend and invest their personal finances.