The everyday challenges of managing a structured products portfolio, tailoring advice to market events, the secondary market, and issuer selection, were among the topics of the ‘Construction and management of a structured products portfolio’ discussion at the SRP Africa Conference 2019, held in Cape Town on March 7.
Given the non-linear payout profile of structured products, educating investors is a prime challenge for portfolio managers and advisers, according to David Tamir (pictured) , co-founder and CIO, Oasis Investments. “What exactly a structured product is, how does it behave, and how does it fit in the portfolio are questions vital for the investors to understand," he said. Another important aspect is the stage of cash deployment. “When we receive a cash portfolio to invest into
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