Retail investors
Industry lukewarm on proposed ‘quick fixes’ to Priips rules
Many fear performance scenarios will remain misleading and expose providers to mis-selling claims
Why are investors’ mutual fund market allocations far from optimal?
In this paper, the authors analyze why the optimal portfolio of funds that investors may take under complete information and the actual structure of the mutual fund market differ.
Why robo-advisers need artificial stupidity
Smarter algorithms can’t stop us making bad investment decisions – yet, writes Andrew Lo
Replacing too big to fail with too small to survive
Subordinated debt requirement will hit smaller banks hardest
Nervy Korean autocall investors lean on lizards
After volatility surge, buyers give up coupons for better chance of early redemption
Power to the people: US bourse bets on retail rush into swaps
Eris Exchange hopes retail access to its swap futures will usher in new era of swaps for all
Haitong: a spotlight on the regional ambitions of Chinese firms
Risk30: Chinese securities house Haitong is going with the flow
Banks tweak Euro Stoxx autocalls to cut concentration risks
Changes to popular structured products aim to help dealers reduce hedging costs, but will investors make the switch?
Fresh Priips objections reignite timing fears
Supervisors' concerns could delay adoption and put pressure on implementation timeline
Final Priips rules tipped for April 2017
Banks may push ahead with publishing key information documents before compliance date
Industry applauds 12-month Priips delay
Firms say Mifid alignment will minimise legal risks of key information documents
Priips risk indicators under fire from industry
Regulators ignored expert recommendations, lobbyists say
Retail structurer of the year: UBS
Dutch broker partnership boosts market share
Mariner Coria: the changing face of arbitrage
Fund manager exploits mispricings linked to structured products and derivatives end-user flows
UKSPA contests EU stance on liquidity risk ratings
Structured products trade body declines to include liquidity risk metric in ratings
Issuers face big legal bills under EU prospectus plans – Icma
Trade body says issuers will face unnecessary legal and compliance bills under Esma plans
Dealers ditch the fax machine in structured products tech push
Software from Calastone seeks to bring structured products into the digital age
Planned SPA risk indicator is no panacea, say critics
Concerns over Structured Products Association's proposed risk rating
Investment Bridge chief takes aim at structured products' critics
Chief executive Chris Taylor talks tough on regulation
EU retail investment regulation extended to cover insurance
Esma opinion may dilute Priips upon implementation, say observers
Closing the gap between structured products and funds
Rise of the chameleons
L&G blames low interest rates as it quits UK retail structured products
Legal & General exits the market following a reported decline in sales, putting an end to its distribution of Barclays-backed plans
Morgan Stanley's 2013 maturity structured products deliver healthy returns
Six Morgan Stanley retail products maturing in 2013 produced annualised returns of 11–14%, while the bank's worst-performing growth products came in flat to the market
Structured product liquidity could lead to speculative trading, says former UK SPA chairman
A liquid structured products market would be great news for investors but the industry needs to consider the consequences, say market participants