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.
07 Sep 2023
MSCI: no room for black-box despite growing appetite for new approaches
The craze around strategy and customised indices in the US annuities market and beyond has not gone unnoticed at MSCI.
06 Sep 2023
Solactive: volatility factor strategies are back
Solactive increased its visibility as an active provider in the strategy and custom index space following a partnership with Goldman Sachs in mid-2020 to replace Motif Capital as the calculating agent and administrator for three families of indices - National Defense, Aging of America and Artificial Intelligence.
05 Sep 2023
TIS - Reliance on the SPX almost commoditised the FIA market
The independent provider of ratings, analytical insights and forecasts on indices used in investment products is playing an increasingly relevant role in the structured products industry as it seeks to broaden the understanding of indices that have been developed specifically for this market.
02 Dec 2022
Product wrap: Goldman strategy index tracks dynamic basket of alternative managers
In this week’s wrap, we look at a selection of structured products with strike dates between 27 November and 3 December 2022.
14 Apr 2021
Index groups in structured products (part 2): next generation indices
The use of indices as underlyings in structured products forms the most popular group of assets because of the wide choice that exists among different index types.
07 Jan 2020
Exclusive: Citi teams up with S&P, MSCI to deliver ‘buy the dip-like’
Citi has partnered with S&P and MSCI to deploy the S&P 500, MSCI EAFE and MSCI Emerging Markets dynamic participation indexes (DIP) for structured products.