Structured products
WHAT IS THIS? Structured products are investments that have multiple components. For retail investors, the most common form is a bond plus an option – these tend to be standardised, sold in small tickets and large volumes. Managing the risks of large structured products portfolios is one of the biggest challenges dealers face.
Retail investors may be paying tax unnecessarily
A loophole in the UK's tax rules relating to financial advisers means investors can avoid paying VAT on certain transactions, but some advisers could be charging it nevertheless
MSCI’s Dimitris Melas discusses innovations in indexing
Sponsored video: MSCI
Russell Indexes discusses the indexing needs of the sell side
Sponsored video: Russell Indexes
Ombudsman rejects Meteor structured product complaint
A couple invested in a Lehman Brothers-backed structured product will not be able to claim £165,000 back after the UK Financial Ombudsman Service rules it was not mis-sold by Meteor
Structured products can underperform a simple stock and bond portfolio, study finds
A group of PhDs churned through 18,000 structured products issued by 13 leading banks, including Barclays, Goldman Sachs and UBS, to find out what investors in the products earned. In November, they published their results. Yakob Peterseil talks to one…
SG shines bright as Asian House of the Year
Sponsored video: Societe Generale CIB
Twitter structured products less popular than those linked to Facebook
Social media stocks vie for popularity as underlyings
Structured Products Europe: Regulators struggle to define complexity
Defining moments
Structured Products Outlook 2014: Hybrids to shine but retail protection looms
The road ahead: annual outlook for 2014
Finra names Rufino head of member regulation
People: Finra names head of member regulation
European stocks primed for protection and leverage
Smarter strategies for European exposure
Market snapshot: Capital-at-risk and Barclays lead the way
Market Snapshot
Risk, complexity and the regulator
Trade of the Month
Mariana Capital offers FTSE 100 autocall
Mariana Capital offers FTSE 100 autocall
Meteor offers dual index kickout based on RBC credit risk
Dual index kickout
HSBC offers US investors uncapped capital-at-risk note linked to Russell 2000
Uncapped and unprotected
Structured products benefiting from Dubai's safe-haven status in Middle East
Dubai's reputation as a regional safe haven, together with a relatively relaxed regulatory regime, is helping flows into the UAE
RBS agrees to sell £175bn structured product portfolio to BNP Paribas
BNP Paribas wins bid to acquire the multi-billion-pound structured products portfolio put up for sale by Royal Bank of Scotland
Structured Products Europe: Disappointment over EC’s failure to adopt RDR
Belgian regulator would like to see the Retail Distribution Review's commission ban enacted across Europe
‘Complex’ definition eludes European regulators
Determining whether a structured product is "complex” – and therefore unsuitable for retail investors – continues to divide regulators in Europe
Volatility products within family office portfolio: keep it simple or minimise risk in other ways?
A well-diversified portfolio could be better for controlling risk than volatility investments, according to members of the family office industry.