In the second of a two part interview, Mike Heraty (pictured), managing director, equity derivative sales at Credit Suisse in New York, tells SRP about how indices and strategies developed by investment banks are providing and expanded set of tools for advisors to reach their retirement goals.
What’s the appeal for retirement investors of custom indices developed by banks? Diversification is a key element for the success of these indices. Demand for these indices has increased because investors realise they can get access to other asset classes and geographies. One other element that is prevalent in these strategies is that they are adaptive to different investment environments. The typical retirement investor wants something that has a strong chance of performing in a variety
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