Structured Products


Background

 

Structured products are appearing with increasing frequency as Retail Investment products (e.g. Guaranteed Investment Bonds or Precipice Bonds) as well as in a more sophisticated version, in pension, life and other institutional portfolios.

 

This course gives a good understanding of this class of products assuming only a reasonable basic securities knowledge (equities and fixed income).

 

 

Audience

 

        Fund Managers with no knowledge of this area

        Stockbrokers

        Private Bankers

        Back & Middle Office staff

        IT staff

        Lawyers and Accountants (CPE/CPD credits)

        Commercial Bankers involved with retail investments

        IFAs

        Investment Bankers interested in adding these products to their own range of products

 


Course Content and Structure

 

Market Overview

 

-Growth of market

 

-Market Participants & Players

 

-Why SP are popular with investors

 

-Growth v. income products

 

-Mis-selling (FSA CP188 and SCARPs, Lloyds TSB and other precipice      

 Bonds)

 

Background

 

-Basic product-growth and income

 

-Principal protection how is it done?

 

-Participation how is it done?

 

-High yields how are they achieved?

 

Investors

 

-Retail

 

-HNWI

 

-Corporate

 

Popular Asset Classes

 

-Equity (index, basket, single stocks)

 

-Interest Rates, FX, Gold

 

-Inflation, house prices

 

-Unit Trusts (principal protected ISAs)

 

-Multi asset (e.g. Britannia Building Societys Footsie/Gold/Halifax house prices)

 

Basics of Pricing

 

-Cost of principal protection

 

-Cost of Participation

 

-Cost of income option

 

Non vanilla products

 

-Capped calls, Knock outs, Cliquets

 

-Triggers, Dual currency deposits, corridors

 

-Precipice bonds

 

- Exotic products (Comets, Himalayas, Altiplano etc).

 

 




Todays Date:


Duration 1 day
Available as an in-house tailored course







Investment Education PLC
45 Old Hall Road, Manchester M7 4JF, United Kingdom
Tel:+44 (0)161 832 3800
Email: mail@investmentEducation.net
Registered in England Number 2129160
VAT Registered Number GB 480 2112 85



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