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.
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.)
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:
(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?
(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.
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.
Representatives from leading US distribution platforms get to grips with the current state of the US structured products market.
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.
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.
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.
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.
• 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?
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.
Key topics discussed included: