Structured products in wealth management

Structured products in the form of equity-linked derrivatives have seen a rapid rise in popularity in the field of wealth management. Structured products are combinations of derivatives and traditional financial instruments such as stocks and bonds. The various components are combined into a single...

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Detalles Bibliográficos
Otros Autores: Tolle, Steffen, author (author)
Formato: Libro electrónico
Idioma:Inglés
Publicado: Singapore : John Wiley & Sons (Asia) Pte Ltd 2008.
Edición:1st edition
Colección:Wiley finance series.
Materias:
Ver en Biblioteca Universitat Ramon Llull:https://discovery.url.edu/permalink/34CSUC_URL/1im36ta/alma991009628470806719
Tabla de Contenidos:
  • Cover; Contents; Title page; Copyright page; Preface; Authors; Introduction; Authors' note; CHAPTER 1: Derivatives; Introduction; Forwards and futures; Swaps; Options; Summary; CHAPTER 2: Structured Products; Introduction; What are structured products?; Certificates; Maximum return products; Capital protection products; The market for structured products; Summary; CHAPTER 3: The Investment Process; Introduction; Overview of the investment process; Investor analysis; Strategic asset allocation; Tactical asset allocation; Implementation in the portfolio; Performance reporting; Summary
  • CHAPTER 4: Using Structured Products in Wealth ManagementIntroduction; The use of structured products in the core portfolio; The use of structured products in the satellite portfolio; Currency management with derivatives; Risk reporting; Summary; Conclusion; Index