EQ Investor: putting automation in the service of efficiency

UBS’s EQ Investor has been a major online structured products platform for almost a decade. Yakob Peterseil talks to managing director Johan Groothaert about what the future holds and how efficiency is becoming the main driver behind automation


The origins of UBS's EQ Investor online structured products platform lie in the bank's foreign exchange business. At the turn of the millennium, UBS began to develop an automated issuance tool for structured products linked to forex. Forex trades typically come with more standardised contracts, making them a natural candidate for automation. As the model proved a success, UBS launched EQ Investor, its automated tool for equity-linked structured notes, in 2003.

There were plenty of hurdles.

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