Structured products in wealth management / Steffen Tolle [and three others].

Format:

Book

Author/Creator:

Tolle, Steffen, author.

Series:

Wiley finance series.

Wiley finance

Standardized Title:

Strukturierte Produkte in der Vermèogensverwaltung.

Language:

English

Subjects (All):

Portfolio management.

Investments.

Physical Description:

1 online resource (237 p.)

Edition:

1st edition

Place of Publication:

Singapore : John Wiley & Sons (Asia) Pte Ltd, 2008.

Language Note:

English

System Details:

text file

Summary:

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 financial instrument and securitized. Discusses the characteristics and practical applications of structured products. In addition to providing a description of the structured products, this book focuses on their practical applications, showing how they can generate added value

Contents:

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

Notes:

Includes index.

Description based on print version record.

ISBN:

9781118580400

1118580400

OCLC:

830169763