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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 SCARP’s, 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 ISA’s)
·Multi asset (e.g. Britannia Building Society’s 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,
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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