Future value consultants
Tim Mortimer of Future Value Consultants looks at the latest structured product trends in the US and UK markets and provides his trade of the month
Reverse convertibles from UBS linked to Chesapeake Energy shares have the highest riskmap scores in the latest filings with the Securities and Exchange Commission
It’s not that compliance has become glamorous, but it does apply to everybody, so market participants are turning to technology providers to ease their way into complying with the mass of regulation...
Insurance Risk and BNY Mellon have conducted a survey to look at how insurance companies are preparing for the new regime and the opportunities and challenges that the changes will bring.
More Future value consultants articles
Market-linked certificates of deposit (CDs) have become a key part of the US structured product market, particularly since the fall of Lehman Brothers. Federal Deposit Insurance Corporation protection means each investor is protected for $250,000 per...
Future Value Consultants' (FVC) income index was the best performer of the three proprietary European indexes in March, though this was only on a rise of 0.9%. The index has been the best performer of all the FVC European indexes since their inception....
Commerzbank offered investors a Twin-Win product in 2007 based on the S&P/MIB Index, which matured in February this year. Breaching the 60% barrier meant those buying lost more than half of their investment. Eve Berlinska analyses the deal
Société Générale produced a Mexican peso-denominated product in 2009 based on 10 banking stocks. The high level of capital protection meant a basket performance of more than 5% was required for a positive return, writes Suzi Hampson
UBS is offering US investors a nine-month structured product based on Apple that has a chunky, 8.56% coupon, which comes as a result of a relatively high, 90% barrier. The investment fits the bill for those willing to risk loss to capital.
Union Bank has issued a five-year cliquet growth product for US investors that comes in a certificate of deposit wrapper and is linked to the Russell 2000 Index. Returns can be as high as 100% over the product term after a quarterly cap is taken into...
This paper discusses a number of diverse considerations that risk managers need to incorporate into their thought processes and recurring procedures if they are to fulfill their role more effectively in the future
Australia, 5th - 7th Mar 2014
South Africa, 12th - 14th Mar 2014
UK, 12th Mar 2014
UK, 13th - 14th Mar 2014
UK, 13th Mar 2014