Description

This highly practical two day training explores the use of structured products in  Institutional and HNWIs portfolios. Delegates will have a chance to learn about the structured products market today and the main advantages of applying them as an investment strategy.

The training will begin with an analysis of underlying securities including interest rates, debt and FX instruments and derivatives. It will then move to plain vanilla and other reverse convertible notes as well as participation and capital guaranteed products. 

Delegates will identify the pros and cons of using structured products in portfolio management including diversification effect, risk and regulatory considerations. Through a case study business risk for issuer and investor will be estimated. Finally, different operational aspects for back, middle and front office will be discussed.

This is a very hands-on training where all aspects of structured products will be illustrated with case studies and applied in practice through number of exercises. Participants will be better equipped to improve and manage clients' portfolio and enhance banks offer to customers.

Main Topics Covered During This Training

• Structured products market today
• Analysing various classification of structured products
• Understanding the underlying securities: interest rate, debt, FX
• Use of derivatives in structured products
• Plain vanilla and others reverse convertible notes
• Participation products
• Capital guaranteed products
• Structured products in portfolio management: pros and cons, diversification; risk estimation
• Managing structured products business risk for the issuer and investor
  Implementing risk management tools
• Operational considerations: regulatory, back, front and middle office
   

What Will You Learn By The End Of This Training

By the end of this course you will have a practical understanding of:

• How structured products can enhance institutional and HNW portfolios
• What investors really want from structured products
• The latest methodologies to structure a product
• Risks relevant to structured products and how to manage them
• Operational considerations pertaining to structured products

Who Should Attend

From Private Banks, Wealth Management Companies, Family Offices, Consultancies, and Corporate Banks: MDs, Heads of Departments and Managers from:

• Structured Products Managers
• Analysts
• Portfolio Management
• Asset Managers
• Consultants
• Heads of Family Services
• Heads of Wealth Management

Teaching Method

This is a very interactive course with many exercises, classroom discussions and case studies. Case studies will be developed to reflect the bank’s private client base for varying profiles of private client.

You will benefit from comprehensive take away course documentation.

In order to help us establish your individual and business concerns, you will be asked to fill pre-course questionnaire.

Because of the nature of the course the number of places is limited and will be filled on first come, first accepted basis. We advise to book in advance in order to avoid disappointment.