Structured products
Index roundup: Stoxx launches 3D printing index
Index roundup
Iosco issues regulatory “toolkit” for retail structured products
Complex retail structured products are the subject of the latest consultation report from the international body of securities regulators
Smart beta strategies: too clever by half?
The rise of smart beta
IndexIQ carves out hedge fund replication niche
Replicating success
US banks wary of disclosing fair value for structured notes
Correspondence shows several large Wall Street banks expressed reservations to the SEC about enhancing disclosure around their structured products
Catley Lakeman – ‘keeping the banks honest’
Catley Lakeman acts as a go-between for banks and asset management companies looking to buy their structured products. Vita Millers talks to founding partner Russell Catley
Actively seeking alpha with AdvisorShares
AdvisorShares may be small, but it has an outsize footprint in the tiny yet growing active exchange-traded funds market. Yakob Peterseil talks to Noah Hamman, founder and chief executive, about bringing active management to ETFs
Special report: ETFs
The evolution of ETFs
Bond wave boosts fixed-income ETF issuance
Bonding agents
China ETFs surge as offshore investors look to avoid QFII restrictions
Chasing the dragon
Volatility structurers turn to FX and rates as equity disappoints
The volatility merry-go-round
HSBC note offers US investors double-digit returns from global equities
Correlation temptation
Gilliat Financial Services presents FTSE 100 range accrual to UK investors
Gilliat offers a step down
Reyker adds James Chu and looks to expand retail structured product offerings
Former managing director of Incapital Europe, James Chu, has joined bespoke financial service provider Reyker Securities to head its latest structured product distribution initiative
Reverse convertible investors face soaring tax bills under new approach to tax reporting
Treating certain structured products as 'single income-bearing derivative contracts' could double some investors' tax bill, but the trend appears to be taking hold in the US
IWM urges investors to think about risk-adjusted returns
The Institute for Wealth Management uses structured products to give clients peace of mind while allowing them to pursue healthy returns. Yakob Peterseil speaks with Matt Medeiros, founder and CEO, about his investment philosophy
People: Citi axes role of Asia structured products head
Harold Kim mulling other opportunities at the bank; Cantor Fitzgerald expands fixed income sales team; StanChart hires head of global investor coverage; Grundmann joins JP Morgan; DiBacco gets new role at Getco; RBC Investor Services CEO bids farewell
Non-equity volatility could be the future for structured products
The volatility merry-go-round
Uridashi losses put at $500 million after Nikkei rebounds
Dashing the uridashi dream