23 Sep 2025
MerQube: our focus is on complex strategies with simple building blocks
In less than a year MerQube’s indices have more than trebled their AuM in the global retail structured products market with the US market and other European markets driving most of the activity.
18 Sep 2025
SPDJI: custom strategies provide diversification beyond equities
New demand coming mostly from the indexed annuities market is fuelling the rise of next generation custom indices.
15 Sep 2025
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.
15 Sep 2025
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.
12 Aug 2025
Barclays deploys vol control with participation in Japan
The UK bank’s latest public offering note is aimed at capitalising on the rising demand for “capital protection and upside participation” from Japanese investors.
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.
05 Oct 2023
SRP launches Strategy & Custom Index Report
The fourth chapter of the SRP Index Report 2023 is available for download now.
26 Sep 2023
Strategy indices: SD3E in a league of its own
The index was responsible for around 38% of all sales volumes invested in strategy indices between 2019-2022.
14 Sep 2023
HSBC: inflation, higher rates driving demand for QIS
HSBC is one of the most active providers of custom indices to the structured products market across regions.
12 Sep 2023
FTSE Russell: the great US equity regime change
The index provider believes that timing the regime change between growth and value and allocating to style on a trend surfing basis can reap extra returns to investors.