North America News

Simon Markets: the 60/40 portfolio approach is broken, advisors want alternatives

North America | Technology

20 Jul 2022 by Pablo Conde

Three and a half years after the Simon Markets spin-off from Goldman, its chief executive Jason Broder reflects on the company’s achievements, and how platforms have not only changed the market landscape but have brought structured products to the mainstream in the US market.

iCapital: we want advisors think holistically about portfolio alternatives

North America | Technology

19 Jul 2022 by Pablo Conde

The deal includes the acquisition of Simon Markets, the platform’s allocation analysis and portfolio construction tool designed to evaluate how structured investments and/or annuities may fit in a portfolio.

AXS launches first L&I ETFs in US

North America | Products

18 Jul 2022 by Summer Wang

In a first for the US market, AXS Investments has introduced eight single-stock leveraged and inverse (L&I) products, inviting a caveat from regulators.

Ninepoint: an alternative to principal-at-risk structured notes

North America | Products

05 Jul 2022 by SRP News

The newly launched Canadian fund reproduces exposure to autocalls by creating a ladder put selling strategy on various equity indices.

New custom microsectors play launches via long/short ETNs

North America | Indices

30 Jun 2022 by SRP News

US index provider MerQube has partnered with REX Shares to launch two new MicroSector exchange traded notes (ETNs).

Swiss fintech licenses platform to US offshore broker dealer network

International | Technology

30 Jun 2022 by SRP News

Swiss investment solutions provider Capital Vision has licensed its structured notes platform, Vizibility, to Miami-based broker dealer network.

US May 2022: market remains stable despite Barclays’ absence

North America | Products

29 Jun 2022 by SRP News

J.P. Morgan was the number one issuer group in a month which was marked by the absence of Barclays.

Allianz’s Structured Alpha fiasco – lessons for investors

North America | Products

28 Jun 2022 by Pablo Conde

A purely returns-based analysis could have shed light on sources of risk and alpha within the Structured Alpha range.

Innovation, complexity: treading the middle ground

North America | Regulations & Legal

22 Jun 2022 by Tim Mortimer - FVC

The recent notice on complex products from the US regulator signals a revival of supervisory measures to balance out innovation and complexity.