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).

 


Delegates

        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

 


Content

 

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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