SRP/FVC training Q&A

28 October 2020

Follow-up webinar from the training modules released in September 2020 (available here and here) as part of SRP's series of Americas, France and Italy conferences. Many thanks to Tim Mortimer, managing director of Future Value Consultants, for providing the training content and modules.

SRP Italy 2020: What do Italian investors want?

29 September 2020

Market experts suggest the next financial year will see continued low interest rates and more market volatility. Structuring teams will have their work cut out for them, as demand for yield and capital protection remain top of the agenda.

(Please note this panel is in Italian.)

SRP Italy 2020: Leaders' Panel

29 September 2020

Some of the main banks servicing the Italian market share their views on how the industry has fared so far, and what the future might look like.

Topics for discussion include:

• Key trends in Italy’s alternative investment market today;
• What underlyings are performing best, and why?;
• Product structures and innovations arising as a response to the current crisis; and
• The future of Italian alternative investments: how can industry players prepare?

SRP France 2020: Structured products, a credible complement to fonds euros

23 September 2020

(Please note this panel is in French.)

Fonds euros have seen decreasing returns because of lower interest rates, making structured products seem like an increasingly attractive investment opportunity. This begs the question: What place do structured products have in an investment portfolio, and what can structured product providers learn from insurance companies and vice versa?

SRP France 2020: the future of distribution networks

22 September 2020

(Please note this panel is in French)

Anecdotal evidence suggests that IFAs are demanding more bespoke structured products for their clients in a bid to tailor performance and payoffs better to investment profiles. In this session, French distributors explore this and discuss: ongoing low interest rates and a democratisation of investment solutions; how product manufacturers are reacting to market changes, and; can innovation stimulate the creation of a new product to outperform autocallables.

SRP Americas 2020: ESG - the what, the why and the how

17 September 2020

Speakers from HSBC, Axio Financial, Sustainalytics, Qontigo, S&P Dow Jones Indices and National Bank Financial delve into the uptake of ESG investments in the US market.

SRP Americas 2020: Platforms, distribution and the future of US structured products

16 September 2020

Representatives from leading US distribution platforms get to grips with the current state of the US structured products market.

SRP Americas 2020: LATAM leaders in the spotlight

15 September 2020

Representatives of the largest LATAM markets – Mexico, Brazil and Peru: discuss product performances and volumes, what investors want, and how the current crisis has impacted the markets.

SRP Americas 2020: decrement indices in focus (Canada)

14 September 2020

A relative newcomer to the local market, the decrement synthetic dividend index has the potential to revolutionise the sale of structured products in Canada.

Join this session to hear from market experts as they explain if these products are worth deploying as part of your investment portfolio and share their strategies for implementing them. Explore the potential impact this new underlying could have on the Canadian alternative investment market.

ESG in Apac: drivers & roadblocks to integration

8 July 2020

A panel of expert speakers convened on Wednesday July 8 at 4.30pm HK/Singapore time | 9:30 am GMT to analyse the main drivers of ESG integration in the Asia Pacific region, and look at potential barriers to development.

Structured products in a pandemic world: the view from Apac

23 June 2020

Speakers discussed the current market environment and how this is affecting activity in the structured product space. They also focused on the various options used to manage structured products in investor portfolios, how the buy- and sell-sides can maintain business as usual, and how to create new products to capitalise on shifting market conditions.

Is ESG investing a sustainable proposition?

13 May 2020

Topics include:

• How can financial service providers best support the growth of sustainable investing? What is the goal of investors who are involved in sustainable investing?

• How can we make ESG products more efficient? What are the best structures and payoffs for issuers, distributors and investors?

• How can we ensure investors’ good will is fulfilled when investing in ESG projects? What needs to be done to increase awareness of ESG investment options?

Growing the annuities wallet

15 April 2020

Investing in FIAs allows investors to capitalise on rising interest rates and to secure principal protection in the face of continued market volatility. Our panellists, spanning the entire product lifecycle, delved into the following issues:
- multi-asset class strategies that include a range of investment instruments to safeguard investors’ capital from the low interest rate environment and offer fixed gains;
- best practices to ensure clients understand the diversity of products available and the costs and risks involved with each; and
- how platform providers are gearing up to target the FIA space by bridging the gap between product manufacturers and distributors.

Banking on the blockchain

18 March 2020

Speakers discussed the merits of using DLT technology when it comes to launching structured products.

Proprietary indices in focus

29 November 2019

Key topics discussed included:

• Why is there growing interest in QIS? What do investors get out of QIS?
• Banks have traditionally being actively involved in QIS but other actors in the market are also getting into this space? Why is there a repositioning of actors in the QIS space, and what does the landscape look like?
• What kind of future can we expect for the QIS business? 
• What kind of innovation is coming out of QIS? Where is this coming from? What can the US and UK/EU markets teach us about this?