Tag: Volatility
Citi takes portfolio management and QIS to the next level
International | Industry
27 Apr 2021 by Citi - Sponsored Content
Citi’s multi-asset active allocation solution, developed in partnership with BlackRock as allocation provider and distributed so far in Asia via a third party private bank and retail aggregator, is gaining traction as demand for QIS and active management increases.
Ballybunion Insignia: ready for UK push
Europe | Products
23 Mar 2021 by Marc Wolterink
On the eve of its first anniversary, Peter Murphy (pictured), managing director at Insignia Financial, the company behind Ballybunion Insignia Defined Returns Fund, spoke to SRP about the challenges he faced and why he is pushing for the UK market.
Strukturinvest, Barclays offer strategy on mutual fund
Europe | Products
18 Feb 2021 by Marc Wolterink
The Swedish structured products provider sees an increasing demand for strategies on managed funds.
TrueMark elevates structured outcome with ‘uncapped upside’ series
North America | Industry
12 Jan 2021 by Lavanya Nair
With structured outcome products making waves in the exchange-traded fund (ETF) market, SRP caught up with ETF provider TrueMark’s chief executive officer, Mike Loukas (pictured) to discuss the firm’s latest launch.
Idad: we have stuck to our guns and been able to grow
Europe | Products
17 Dec 2020 by Pablo Conde
Structured investment specialist firm Investment Design & Distribution (Idad) has been able to deliver on its plan to launch new businesses and develop new markets amid the market disruption and uncertainty triggered by the Covid pandemic.
Analysis: looking at estimated volatility
North America | Features
27 Nov 2020 by SRP Academy
In the second part of our analysis on estimated volatility, we look at several products linked to single stocks, ETFs and market cap indices.
Meet the ‘Greeks’: first order sensitivities
International | Products
25 Nov 2020 by Tim Mortimer - FVC
This article is the first of two pieces looking at the importance and role of ‘Greeks’ in structured products and derivatives.
Investec moves to de-risk trading books as Covid vol bites
International | Industry
25 Nov 2020 by Pablo Conde
The Anglo-South African bank is the latest casualty of the market volatility seen earlier this year but remains “committed” to retail structured products.
US watchdog issues fresh warnings to broker-dealers on vol ETPs
North America | Regulations & Legal
24 Nov 2020 by Lavanya Nair
The Security and Exchange Commission’s (SEC) office of compliance inspections and examinations has issued a public statement to retail investors on the sales of volatility-linked exchange-traded products (ETPs).