Learning Material Sample
Structured products6. Uses of structured investment productsIn this chapter, we consider situations where structured products could be suitable for clients and confirm what actions advisers should take into account when recommending these investments.
There is a p...
Shortened demo course. See details at foot of page. ...l portfolio. One of the features of structured investment products is risk-control. This is particularly important where an investor’s attitude to risk is low or cautious. Fo...
Shortened demo course. See details at foot of page. ...than would be the case had they invested purely in cash or bonds (although against an investment in an unprotected tracker it could provide relative underperformance). Another use of these products could be to give investors access to a new ...
Shortened demo course. See details at foot of page. ... for exposure to equities, commodities and other alternative investments. The third use could be to shape the risk profile of an investment in order to account for market co...
Shortened demo course. See details at foot of page. ...h tactical investments could justify a reasonable proportion (e.g. 10%) of them within a portfolio. It is also worth bearing in mind other reasons for considering structured products. These arrangements often involve lower costs when compared with other investment arrangements; they usually have low ...
Shortened demo course. See details at foot of page. ...hase a deposit-based structured product, which is especially tax efficient if they are a higher rate taxpayer, and purchase an investment-based structured product to utilise their CGT annual exemption. When making recommendations f...
Shortened demo course. See details at foot of page. ...quo;s needs. (See chapter 5).There is a place for structured investment products in many portfolios, as there is such a wide variety of underlying asset classes and risk profiles available One of the features of structured ... Shortened demo course. See details at foot of page. ...ounterparty riskThat completes the study chapters for structured products. Go through the material again to be sure you have learnt the main points in preparation for the final course assessments. |
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