8h
Morningstar: tailor-made solutions, speed to market and lower cost
With almost 50 custom & strategy underlyings deployed in the retail structured products market, Morningstar has built a comprehensive shelf in a short period of time and carved its own space in the market.
8h
SRP in brief: plan of action
The latest analysis, product news, people moves and market reviews from SRP’s news desk.
12 Sep 2025
HSBC: custom and strategy indices central to our structured products offering
The UK bank has remained an active provider of custom & strategy indices to the structured products market across regions over the las two years.
11 Sep 2025
Salt Financial: institutional strategies are increasingly moving into retail products
The company has been particularly successful in the US annuities market, capturing approximately 25% of new FIA mandates in recent years.
10 Sep 2025
Comparative analysis: MS MAP Trend vs Barclays Trailblazer
Products linked to strategy and custom indices have long been a niche but important part of the retail structured products market.
10 Sep 2025
RBC: QIS enables new hedging and risk management strategies in the retail market
The Canadian bank is seeking to deliver consistent yield through quantitative investment strategies (QIS).
08 Sep 2025
TIS: complex underlyings fail to keep pace
Recent research from the index ratings and analytics specialist firm provides insight on how the design of index strategies can have a significant impact on their performance, especially at times of market turmoil.
29 Aug 2025
Advancing custom and strategy indices
The third chapter of the SRP Index Report 2025 is available for download now.
22 Jul 2025
BNY Investments launches QIS-linked fund with tail-risk protection
The fund is designed to act as a portfolio overlay, targeting protection against rare but severe market events.
21 Jul 2025
Salt Financial: intraday vol control boosts risk management in FIAs
Volatility-controlled indices featuring intraday data and rebalancing have emerged as new tools to refine the performance of fixed index annuities (FIA), particularly in volatile conditions.
09 Jul 2025
Custom indices: dynamic strategies head-to-head
In this article we compare the characteristics and performance of two similar underlying strategies sold in the US market via structured products.
24 Jun 2025
Strivo: demand for defence theme products has surged
The Swedish distributor is expanding its range of structured products with a new theme-based note issued by J.P. Morgan and linked to a new MerQube strategy