Tag: Morningstar
Decrement: increased competition
International | Industry
30 Jun 2023 by SRP News
In the second part of this analysis on the decrement overlay and its use in the structured products market over the last two years, we look at the main providers of indices with decrement features and the most featured decrement underlyings across markets in terms of issuance and sales.
Thematic indices – capturing new trends
International | Indices
28 Jun 2023 by SRP News
Thematic indices provide exposure to broad investment themes evolving around the adoption of forward-looking structural changes that are expected to transform social and economic affairs.
SRP in brief: leading the way
International | Industry
26 Jun 2023 by Amélie Labbe
Asia Pacific continues to lead the way appointment wise. Elsewhere, the US regulator issues a fine and the European industry calls out sales process restrictions.
HSBC dispatches new Morningstar social play
International | Indices
21 Jun 2023 by SRP News
The new index has been designed to provide exposure to eurozone-based companies committed to strong social policies and supported by data and risk ratings from Sustainalytics.
Product wrap: Citi, Morningstar explore transatlantic trail
International | Products
16 Jun 2023 by Marc Wolterink
In this week’s wrap we look at a selection of structured products with strike dates between 11-17 June 2023.
SRP in brief: troubled waters
International | Industry
02 May 2023 by Amélie Labbe
Check out SRP’s new brand and identity!
People: Morningstar Europe index head exits, iCapital promotes structured products specialist
International | People
28 Apr 2023 by SRP News
The executive joined the index provider after the acquisition of Moorgate Benchmarks in 2021; iCapital has promoted within the Axio ranks; HSBC appoints global head of equity derivatives and synthetic prime brokerage trade validation; and more.
Arrivals and departures: top moves of 2022 – index and tech providers
International | People
24 Jan 2023 by SRP News
As 2023 begins, SRP looks back at the most relevant people moves stories in 2022. In our final roundup we look at new hires and exits at the main index and technology providers.
Morningstar begins year on a high, seeks to capitalise on shift towards customisation
International | Indices
12 Jan 2023 by Pablo Conde
The index provider has seen its footprint in the structured products market increasing significantly since the beginning of 2022.