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Why you should avoid structured products - MoneyWeek Investment Tutorials
 
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Tim Bennett evaluates structured products as an investment, using clear concise wording and easy to understand analysis. Don't miss out on Tim Bennett's video tutorials -- get the latest video sent straight to your inbox each week, before it's released on YouTube: http://bit.ly/TimBSubscribe To receive Tim's 50 FREE MoneyWeek Basics emails: http://bit.ly/mwk-basics Watch over 100 of Tim's videos for free: http://MoneyWeek.com/tutorials Or download them to your mobile device: http://bit.ly/TimBpodcast For the most important financial stories and how to profit from them: http://MoneyWeek.com http://Facebook.com/pages/MoneyWeek/110326662354766 http://Twitter.com/moneyweek Video series by CFA UK Highly Commended journalist Tim Bennett. http://twitter.com/TimMoneyweek
Views: 37042 moneycontent
What is a Structured Product?
 
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Much maligned structured products are back on the investor's radar as we seek post-retirement solutions that pay a sustainable income. But should they be avoided? Morningstar Guest: Rosie Bullard, Portfolio Manager for james Hambro & Partners http://www.morningstar.co.uk -~-~~-~~~-~~-~- Please watch: "Should You Be Worried About the Economy?" https://www.youtube.com/watch?v=WUzqTPeI9IM -~-~~-~~~-~~-~-
Views: 14433 Morningstar UK
What is STRUCTURED PRODUCT? What does STRUCTURED PRODUCT mean? STRUCTURED PRODUCT meaning
 
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What is STRUCTURED PRODUCT? What does STRUCTURED PRODUCT mean? STRUCTURED PRODUCT meaning - STRUCTURED PRODUCT definition - STRUCTURED PRODUCT explanation. Source: Wikipedia.org article, adapted under https://creativecommons.org/licenses/by-sa/3.0/ license. SUBSCRIBE to our Google Earth flights channel - https://www.youtube.com/channel/UC6UuCPh7GrXznZi0Hz2YQnQ In structured finance, a structured product, also known as a market-linked investment, is a pre-packaged investment strategy based on derivatives, such as a single security, a basket of securities, options, indices, commodities, debt issuance or foreign currencies, and to a lesser extent, swaps. The variety of products just described is demonstrative of the fact that there is no single, uniform definition of a structured product. A feature of some structured products is a "principal guarantee" function, which offers protection of principal if held to maturity. For example, an investor invests $100, the issuer simply invests in a risk-free bond that has sufficient interest to grow to $100 after the five-year period. This bond might cost $80 today and after five years it will grow to $100. With the leftover funds the issuer purchases the options and swaps needed to perform whatever the investment strategy. Theoretically an investor can just do this themselves, but the cost and transaction volume requirements of many options and swaps are beyond many individual investors. As such, structured products were created to meet specific needs that cannot be met from the standardized financial instruments available in the markets. Structured products can be used as an alternative to a direct investment, as part of the asset allocation process to reduce risk exposure of a portfolio, or to utilize the current market trend. U.S. Securities and Exchange Commission (SEC) Rule 434 (regarding certain prospectus deliveries) defines structured securities as "securities whose cash flow characteristics depend upon one or more indices or that have embedded forwards or options or securities where an investor's investment return and the issuer's payment obligations are contingent on, or highly sensitive to, changes in the value of underlying assets, indices, interest rates or cash flows". The Pacific Stock Exchange defines structured products as "products that are derived from and/or based on a single security or securities, a basket of stocks, an index, a commodity, debt issuance and/or a foreign currency, among other things" and include "index and equity linked notes, term notes and units generally consisting of a contract to purchase equity and/or debt securities at a specific time". Structured product business, as a key part of customer-driven derivatives business, has changed dramatically in recent years. Its modern setup requires comprehensive understanding of: Prevailing regulatory environment, the impact of existing and forthcoming regulations including MIFID II, KYC, PRIIPs - KIDs, etc; Principles of risk-based capital/liquidity requirements specified by Basel 3, FRTB, etc; Structured product manufacture process, effective derivatives business value chain linking trading, structuring, quantitative modelling and risk management; Structured product distribution channels, product wrappers, impact of e-platforms; Structured product payoff features and their risk characteristics; Real-life quantitative pricing models able to handle multi-curve environments, volatility smile/skew, etc. The risks associated with many structured products, especially those that present risks of loss of principal due to market movements, are similar to risks involved with options. The serious risks in options trading are well-established and customers must be explicitly approved for options trading. The U.S. Financial Industry Regulatory Authority (FINRA) suggests that firms "consider" whether purchasers of some or all structured products should be required to go through a similar approval process, so that only accounts approved for options trading would also be approved for some or all structured products.
Views: 6497 The Audiopedia
UNDERSTANDING STRUCTURED PRODUCTS
 
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WILL THE MARKET GO UP WILL IT GO DOWN.. AND HOW TO MANAGE MY PORTFOLIO DURING THIS VOLATILITY ? THAT'S A QUESTION THAT'S BOUND TO HAVE CROSSED OUR VIEWERS MINDS IN THE RECENT MARKET TURBULENCE.. SO THIS WEEK WE HAVE DECIDED TO PUT THE SPOTLIGHT ON A RELATIVELY NEW INVESTMENT AVENUE- WE'RE TALKING ABOUT STRUCTURED PRODUCTS - A SLIGHTLY ADVANCED INVESTMENT CONCEPT THAT PROMISES TO ENHANCE PORTFOLIO
Views: 8059 CNBC-TV18
What is a Structured Product?
 
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Watch this video if you want to know what a structured note or CD is and how they work. Structured products have a diverse offering just like stocks. You can have growth and income type of structured products. The structured CDs are FDIC guaranteed while the growth notes only have certain protections but not guaranteed. 💸 FOR MORE FINANCIAL PLANNING & ASSET MANAGEMENT 💸 Try out our financial planning tool today. https://travissickle_youtube1.gr8.com/ About Travis Sickle: https://www.sicklehunter.com/travis-t... twitter: @travissickle Instagram: https://www.instagram.com/travistsickle/ Company Website: https://www.sicklehunter.com twitter: @travissickle facebook: https://www.facebook.com/SickleHunterFA/ Travis Sickle CERTIFIED FINANCIAL PLANNER™ Sickle Hunter Financial Advisors 620 E Twiggs Street Suite 304 Tampa, FL 33609 TRAVIS T SICKLE, CFP®, AAMS®, CRPC®, RICP® CERTIFIED FINANCIAL PLANNER™
What are Structured notes?
 
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Structured notes are for investors who prefer a wider range of opportunities. With Nordea’s structured notes, you get an alternative to an outright investment in for example equities and corporate bonds. Read more on www.nordeamarkets.com/iip
Views: 11026 Nordea Markets
What is a structured product?
 
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This tutorial from TranspariTrade explores: What is a structured product? http://www.transparitrade.com
Views: 2446 Mathias Strasser
Structured products: HOW TO INVEST? (April 2013)
 
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How to invest in structured products? Public offerings and private placements are two possible ways in the primary market. It is also possible to buy or sell structured products on the secondary market. Learn more!
Hilbert Investment Solutions launches new structured product
 
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In this video Dasale Mallawa-Arachi outlines the key features of Hilbert's new structured product 'Conditional Quarterly Autocall. Issue 5'. To find out more please visit www.hilbert-is.com
Structured products: WHAT ARE THEY? (April 2013)
 
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Structured products enable investments in a wide range of underlying assets and offer various redemption possibilities. But what exactly is a structured product?
Why you should avoid structured products - MoneyWeek Investment Tutorials
 
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Like this MoneyWeek Video? Want to find out more on structured products? Go to: http://www.moneyweekvideos.com/why-you-should-avoid-structured-products/ now and you'll get free bonus material on this topic, plus a whole host of other videos. Search our whole archive of useful MoneyWeek Videos, including: · The six numbers every investor should know... http://www.moneyweekvideos.com/six-numbers-every-investor-should-know/ · What is GDP? http://www.moneyweekvideos.com/what-is-gdp/ · Why does Starbucks pay so little tax? http://www.moneyweekvideos.com/why-does-starbucks-pay-so-little-tax/ · How capital gains tax works... http://www.moneyweekvideos.com/how-capital-gains-tax-works/ · What is money laundering? http://www.moneyweekvideos.com/what-is-money-laundering/
Views: 9455 MoneyWeek
Structured products vs. absolute return products in volatile markets
 
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Investec Structured Products: Watch this live debate on the role of structured products and absolute return funds in volatile markets. Disclaimer: This material has been produced for financial advisers only. It is not to be issued to retail clients. This material is issued by Investec Bank plc ( Investec”), and is provided for information purposes only. It is not to be construed as a solicitation or an offer to buy or sell any financial instruments and has no regard to the specific investment objectives, financial situation or particular needs of any recipient. It is not intended to provide legal, tax, accounting or other advice and recipients should obtain specific professional advice from their own, legal, tax, accounting or other appropriate professional advisers before embarking on any course of action. Investec Structured Products is a trading name of Investec Bank plc which is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Registered under Financial Services Register reference 172330. Investec Bank plc changed its name from Investec Bank (UK) Limited pursuant to a certificate of re-registration as a public company dated 23 January 2009. Registered and incorporated in England No. 00489604. Registered address is 2 Gresham Street, London EC2V 7QP.
Views: 323 Investec
Structured Notes with Distributions
 
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This video will explain the basics of deposit notes with distributions. These are deposit notes that include a risk to capital. You would also like to watch “Introduction to the Deposit Notes” : https://youtu.be/hMdVzaiDsg0 and “Autocall Notes” : https://youtu.be/1aLWchOIecM Legal: Desjardins Securities Inc. uses the trade name "Desjardins Online Brokerage" for its discount brokerage activities. Discount brokerage products and services are consolidated under the trademark "Disnat". Desjardins Securities is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF).
Views: 495 desjardinsgroup
Structured products - Upgrade to Leonteq. The Swiss Investment Engine.
 
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Structured products - Upgrade to Leonteq. The Swiss Investment Engine. http://www.leonteq.com/ Leonteq is an investment service provider with a leading position in Switzerland and an international presence through offices in Europe and Asia. Leonteq combines a modern investment service platform designed for innovation, customer services and transparency with a highly experienced team of specialists. Leonteq's registered shares (LEON) are listed on the SIX Swiss Exchange. Structured products - Leonteq Securities AG. Upgrade to Leonteq. The Swiss Investment Engine http://youtu.be/Ky5JpTgjsVw
Views: 6721 Leonteq Securities AG
Leonteq presents basics of Structured Products
 
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This film is an introduction to the world of structured products and seeks to provide an understanding of basic interrelationships. Investors are expressly urged to obtain comprehensive, personal advice from a professional prior to making an investment in financial products. This film in no way represents a substitute for such advice.
Views: 1796 Leonteq Securities AG
What are structured products in wealth management?
 
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On this episode of Financial Planner, we are in conversation with Feroze Azeez of Anand Rathi to help you understand about the concept of structured products.
Views: 1369 BTVI
Structured Products Factory
 
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This video shows an introduction to the Structured Products Factory - a toolbox for creating, analyzing and backtesting structured products online. The toolbox is provided by www.thinkFinance.eu.
Views: 961 Laura Henley
Structured Products & Portfolios
 
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Taking a tactical approach to portfolio management. Sacha Duparc, BCV.
Views: 648 Dukascopy TV (EN)
Citi: What Structured Notes Are and How They Work
 
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We've produced this video to help you understand the benefits and risks of structured investments, such as Structured Notes. It is short and straightforward, and can help you to better understand how this kind of structured investment product works You can come back to this webpage as many times as you like. You can also pause, stop and rewind as needed. Δημιουργήσαμε αυτό το βίντεο, για να σας βοηθήσουμε να κατανοήσετε τα πλεονεκτήματα και τους κινδύνους `! 4;ων δομημένων επενδύσεων όπως τα Δομημένα Ομόλογα. Είναι σύντομο και σαφές, και θα σας βοηθήσει στο να κατανοήσετε καλύτερα πώς λειτουργεί αυτό το είδος δομημένων επενδυτικών προϊόντων Μπορ ! 49;ίτε να επισ ! 64;ρέψετε σε αυτή την ιστοσελίδα όσες φορές θέλετε. Μπορείτε επίσης να το διακόψετε προσωρινά, να το σταματήσετε και να το γυρίσετε προς τα πίσω, εάν θέλετε. View other Citi videos: http://www.youtube.com/citi Read our Blog: http://blog.citigroup.com Like us on Facebook: http://www.facebook.com/citi Follow us on Twitter: http://www.twitter.com/citi Follow us on LinkedIn: http://www.linkedin.com/company/citi
Views: 2626 Citi
Structured Notes Explained
 
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IPS Structured Custom Investing: An explanation of how we can build short-term, high participation, uncapped notes. Our goal is to give investors high market participation with a low risk profile. Visit our website, www.investps.com, for more information. Disclaimer: The information presented in this video is for educational purposes only. Any and all investment decisions should be discussed with a financial advisor prior to investing. Investing in options can include additional risks and can lead to volatile investment returns. As with all investments, past performance is no guarantee of future performance.
Views: 2209 IPSStrategicCapital
Structured Notes.mp4
 
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Bill Wendling with Bedel Financial Consulting, Inc. discusses Structured Notes; how they work and how they might be appropriate for an investor's portfolio. Goto: www.BedelFinancial.com for more information.
#21 Structured Products Investments - Ask a Fee Only Financial Planner
 
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In this episode we discuss - Structured Products Investments. Structured products provide downside protection and upside enhancement. Ask a Fee Only Financial Planner a resource to answer personal financial questions. Areas addressed include: debt, insurance, investments, mutual funds, spending, retirement, financial planning. We are independent and do not represent or sell any products. Fee only personal financial planners are fiduciaries who earn no commissions and sell no products. Ask a Fee Only Financial Planner is presented by AIO Financial (http://aiofinancial.com).
Structured Notes: The Dangers and Pitfalls
 
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Dominick Paoloni, Founder & CIO of IPS Strategic Capital, discusses the dangers and pitfalls of structured notes. Disclaimer: The information presented in this video is for educational purposes only. IPS Strategic Capital does not endorse any of the investments in this video. Any performance displayed in this video is un-audited data and should not be relied upon. Any and all investment decisions should be discussed with a financial advisor prior to investing. Investing in options can include additional risks and can lead to volatile investment returns. As with all investments, past performance is no guarantee of future performance.
Views: 1579 IPSStrategicCapital
Guggenheim’s Approach to Structured Credit
 
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Peter Van Gelderen, Co-Head of Asset-Backed Securities at Guggenheim Investments shares his insight on the structured credit market and Guggenheim’s investment strategy when it comes to asset-backed securities. He explains why collateralized loan obligations are attractive now and details Guggenheim’s rigorous investment process. http://gugg.gp/2r5mCEt Subscribe to Perspectives: http://gugg.gp/2j8JD7r
Views: 1938 Guggenheim Partners
What is a Defensive Structured Product?
 
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Our Business Development Manager Steve Feldwick speaks about our defensive range of structured products and how they can benefit investors looking for a risk controlled investment. N.B. Our enhanced step down range is also called the super step down range. https://www.meteoram.com/ https://twitter.com/meteorassetmgmt https://www.linkedin.com/company/meteor-asset-management
Weighing the Risk and Return of Structured Note Investments
 
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Financial Adviser Ray Lucia discusses the benefits of a principal protected structured note and suggests that investors carefully weigh the risks. To view over 15,000 other how-to, DIY, and advice videos on any topic, visit http://www.monkeysee.com/
Views: 340 MonkeySee
Structured Products
 
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https://www.ubp.com/en/investment-expertise/structured-products At their heart, Structured Products are an innovative way of capturing and potentially profiting from the movements in an underlying asset class whether it goes up, down or sideways.
An Introduction to Structured Products
 
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Rob Kingsbury (Editor of Protected Product Review) interviews Ian Lowes (Managing Director and founder of CompareStructuredProducts.com) about the advantages and disadvantages of structured products. Video comment response: http://goo.gl/gFM6O
Views: 9593 CompareSPs
Investment Income Stream | Structured Note
 
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Are you looking for investment income streams? There are many ways to create investment income streams now and in retirement. One way to create your income stream is to use a structured note. Not all notes are created equal and not all notes have the same dividends and time frames. An auto callable contingent interest note is one investment income stream that may help produce the income for you. While there are certain risks and it is a complicated investment choice, they may work well depending on the risk tolerance and need. There is a lot of miss information about structured notes and the wide variety of options you have. These notes are usually monthly or quarterly paying and have downside protection. The structured notes are not FDIC insured because you may lose your principal. 💸 FOR MORE FINANCIAL PLANNING & ASSET MANAGEMENT 💸 Try out our financial planning tool today. http://bit.ly/financial-planning-tool About Travis Sickle: https://www.sicklehunter.com/travis-t... twitter: @travissickle Instagram: https://www.instagram.com/travistsickle/ Company Website: https://www.sicklehunter.com twitter: @sicklehunterfa facebook: https://www.facebook.com/SickleHunterFA/ Travis Sickle CERTIFIED FINANCIAL PLANNER™ Sickle Hunter Financial Advisors 620 E Twiggs Street Suite 304 Tampa, FL 33602 TRAVIS T SICKLE, CFP®, AAMS®, CRPC®, RICP®, AIF® CERTIFIED FINANCIAL PLANNER™ Financial Advisor Tampa, FL 💸 FOR MORE FINANCIAL PLANNING & ASSET MANAGEMENT 💸 Try out our financial planning tool today. https://travissickle_youtube1.gr8.com/ About Travis Sickle: https://www.sicklehunter.com/travis-t... twitter: @travissickle Instagram: https://www.instagram.com/travistsickle/ Company Website: https://www.sicklehunter.com twitter: @travissickle facebook: https://www.facebook.com/SickleHunterFA/ Travis Sickle CERTIFIED FINANCIAL PLANNER™ Sickle Hunter Financial Advisors 620 E Twiggs Street Suite 304 Tampa, FL 33609 TRAVIS T SICKLE, CFP®, AAMS®, CRPC®, RICP® CERTIFIED FINANCIAL PLANNER™
Simplifying structured products
 
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http://www.scmp.com/video/ The head of structured product sales at financial services company Société Générale Asia-Pacific, Yann Garnier, joins me in the studio for today's White Collar. The popularity of structured products has taken a hit since the financial crisis and the collapse of Lehman Brothers a year ago. Many investors complained about minibonds and other structured products that were issued or guaranteed by Lehman Brothers. They alleged that their banks or brokers misled them about the risk levels of these products. In this video, we speak to the structured products specialist about the outlook for these kinds of products in the current financial climate and proposed regulations for the market.
VWM Investment Training - Structured Notes
 
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Overview and examples of Structured Notes.
Views: 30 VFM_Videos
Structured Product -  Principal Protection note
 
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What is Structured Investment product How is it designed Simple Structured Product - Principal Protection note- Desgin
Views: 2108 BFSIacademy.com
What are the risks when you invest in structured products?
 
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This tutorial from TranspariTrade explores: What are the risks when you invest in structured products? http://www.transparitrade.com
Views: 259 Mathias Strasser
Why investors should avoid 'structured products'
 
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Banks love to flog 'structured' savings products like guaranteed bonds, but that doesn't mean they're any good.
Views: 1910 GetThe Lolly
Morgan Stanley Structured Products Investor Information - Call 312-332-4200
 
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Structured products are heavily sold by brokerage firms like Morgan Stanley because of the larges fees and commissions associated with these products. In many instances, the investment recommendation of the products are not suitable for investors. In other instances, the full risks are not disclosed to the investor. Investors who have sustained investment losses in structured products at Morgan Stanley can sue the firm in the FINRA arbitration process or file a class action lawsuit against the firm. Please view the video below for more information on suing Morgan Stanley for structured product related investment losses.
Views: 99 Andrew Stoltmann
Structured Products
 
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Structured Products: Tools to turbocharge your portfolio. Combination of different investments to create risk return profiles to have potential to make money in almost any market. Fastest growing investment vehicles. 3 main types: principle protected, enhanced return, and reverse exchange convertibles. Team up with experienced portfolio manager to optimize options.
Views: 1128 YourFinancialCoaches
STRUCTURED PDTS: THE RIGHT CHOICE?
 
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WILL THE MARKET GO UP WILL IT GO DOWN.. AND HOW TO MANAGE MY PORTFOLIO DURING THIS VOLATILITY ? THAT'S A QUESTION THAT'S BOUND TO HAVE CROSSED OUR VIEWERS MINDS IN THE RECENT MARKET TURBULENCE.. SO THIS WEEK WE HAVE DECIDED TO PUT THE SPOTLIGHT ON A RELATIVELY NEW INVESTMENT AVENUE- WE'RE TALKING ABOUT STRUCTURED PRODUCTS - A SLIGHTLY ADVANCED INVESTMENT CONCEPT THAT PROMISES TO ENHANCE PORTFOLIO
Views: 1905 CNBC-TV18
Equity-Structured Product Fund | The Benefits of Investing
 
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In this interview, Andrew Ludwig from BLACK ONYX asks Glen Copans from Investec Specialist Investments (ISI), who runs the Investec Specialist Investments Hedge Funds about the benefits of investing in Equity Structured Product Funds. This video is part 5 in the interview. If you wish to learn more about this fund or the manager being interviewed, please contact us via: https://blackonyx.co.za/ https://fundhub.co.za/ https://thecpdhub.co.za/ https://www.linkedin.com/in/andrewjohnludwig/ BLACK ONYX began as an alternative investment consultancy and has since evolved to become an advisory, distribution specialist and RegTech provider. As a distribution consultancy and alternative investment advisory, we partner with award-winning asset managers (traditional & alternative), and generate high-quality video content for financial professionals and investors (independent & institutional), who wish to be better informed and remain digitally connected to the investable universe. Our digital solution assists the asset managers’ distribution function and financial professionals’ CPD regulatory requirements while supporting economic transformation and financial literacy. Register for our new service: https://fundhub.co.za/ We believe investors need to be better informed to achieve the best risk-adjusted returns. Therefore we work harder at identifying the best ideas with the least correlation to a cluttered investment environment. In doing so, we represent award-winning, regulated alternative investments and cost-efficient structures, while running no public funds of our own. BLACK ONYX is a registered FSP (47701) and accredited CPD provider. Please visit www.blackonyx.co.za for more detail. BE BETTER INFORMED. BLACK ONYX gives you accessibility to strictly researched strategies that include: • Balanced Funds • Dividend Income • Exchange Traded Funds (ETFs) • Fixed Income • Flexible Funds • General Equity • Global Equity • Global Property • Indexation • Long Short Hedge • Market Neutral • Money Market • Multi-Asset • Multi-Manager • Multi-Strategy • Private Equity • Section 12j • SA Property • Structured Products Disclaimer. BLACK ONYX Alternative Investments, trading as BLACK ONYX is an authorised Financial Services Provider (FSP 47701) and warns that there are risks associated with financial products and past returns do not guarantee future performance. The purpose of this content is to present different regulated asset management strategies, overseen by regulated firms and individuals, who's opinion may not necessarily be shared by BLACK ONYX and or members of the public. No information or opinions contained in these interviews constitute a recommendation or invitation in any jurisdiction to invest or otherwise deal in the alternative and traditional investments as represented by BLACK ONYX. The content of this video is the property of BLACK ONYX, who has exclusive distribution rights for such material. The asset manager being interviewed may freely distribute the video in its original form, while no other party, other than BLACK ONYX and its affiliates may distribute the content for commercial gain unless contracted to do so with Black Onyx. #AlternativeInvestments #Hedgefunds
Part I: Explanation of PRIIPs Methodologies for Structured Products | Numerix Video Blog
 
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http://www.numerix.com/numerix-blog | In this video blog, Tim Mortimer, Keith Styrcula, and Jim Jockle discuss the debate surrounding the four Packaged Retail and Insurance-based Investment Product (PRIIPs) methodologies being considered for determining structured investment product risk ratings.
Views: 768 numerixanalytics
Principle Protected Structured Products
 
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Principle Protected Structured Products Make money in stocks, bonds, funds, currencies. Make own Principle Protected Structured Product for many markets. If market crashes, still get 100% of money back. Can be complicated to handle, team up with portfolio managers.
WST: Overview of Financial Mkts - Structured Products & ABS
 
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Wall St. Training Self-Study Instructor, Hamilton Lin, CFA introduces the major jargon and finance terminology in finance. What exactly is the sell-side and the buy-side and do they affect the capital markets and why do they have a symbiotic relationship? What exactly is investment banking, sales & trading and research? How is it that asset management is the flip opposite and yet very similar at the same time? Put those questions to rest with this Overview of Financial Markets overview. This course is offered FREE for six months at: http://www.wstselfstudy.com Register for this course FREE at: http://www.wstselfstudy.com/register For more information of the video courses previewed here, go to: http://www.wstselfstudy.com/modules.html Over 80 hours of online, interactive Self-Study Videos! ***SPECIAL YOUTUBE OFFER*** Receive 20% off 5 month purchase at: http://www.wstselfstudy.com Use Discount code: youtube20 Wall St. Training Self-Study provides online, video-based, self-study financial modeling training solutions to Wall Street. Our interactive course modules are Excel-based and specialize in advanced and complex financial modeling, valuation modeling, investment banking, mergers & acquisitions and leveraged buyout training topics. Enhance your skills and master the content required by Wall Street investment banks, M&A, research, asset management, credit, and private equity firms.
Views: 11776 wstss
Ray Lucia - Boomers and Beyond: Structured Notes Could Help in Retirement Savings
 
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Structured notes combine bonds with an underlying asset such as a stock index. They are designed to pay you a competitive rate today while protecting your principal investment until maturity. Find out how they can help your retirement savings in this week's episode of Boomers & Beyond.
Views: 1368 Ray Lucia
Latest Trend and Innovations in Structured Products
 
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Room 4: James Chu, Director of Markets & Investments - Reyker
Invest offshore with structured notes
 
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There are essentially 3 financial instruments involved in the make-up of a structured note Part 1 - to provide the capital security at the end of the 3 year term: A zero coupon bond (A bond) is bought by Bank to provide the 100 return in 4 years time. This will redeem at 100 in 4 years time and sufficient is bought to provide a return of capital to investors. For example, if the bond was yielding 5% pa now, it would cost 80 for a 4 year bond returning 100 upon maturity. Part 2 - put option sold for 15 to someone else: A put option is sold. This give the buyer of the option the right to sell the worst performing share at the original strike price if the price of any of the shares falls by more than -50% from their strike price at maturity of the product. By combining this with the zero coupon bond above, we achieve the soft capital protection. The option buyer will pay a premium, likely to be in the order of 15%. So, the Bank will have received 115 thus far = 100 from investors (Part 1) and 15 from the put option buyer (Part 2). Part 3 - the Bank pays for a 4 year income providing annuity to provide the annual income: As mentioned, the investor pays 100 (Part 1) and there is 15 from the sale of the option (Part 2) giving a total of 115. If we assume 5% cost and charges then we have spent 80 (bond, part 1) + 5 (charges) = 85 spent to cover expenses and create the soft protection. The balance of 25 (115 - 85) is used to buy a bond that has the characteristics of a temporary annuity for 4 years, repaying the initial capital of 25 plus interest over the life of the product to give the clients the 8.5% annual return. For more information contact http://www.investoffshore.com
Views: 545 Invest Offshore
Structured Notes Online Via  Oyster Bay Fund Platform
 
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Structured Notes online, Oyster Bay fund platform enables you to buy structured products from leading banks and institutions online. fixed income, autocallable notes and even capital protected notes. Take the first step, we offer a free starter account so you can try before you buy. We have video tutorials and pdf guides to give you the extra information you need to make the right decision. We have experienced advisers who will answer any further questions you may have and discuss the type of investment best suited to your needs. Frree starter account email [email protected]
Views: 402 oysterbayfunds
The Pros & Cons of Structured Products
 
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Rob Kingsbury (Editor of Protected Product Review) interviews Ian Lowes (Managing Director and founder of CompareStructuredProducts.com) about the advantages and disadvantages of structured products.
Views: 1492 CompareSPs
LPL Structured Products Investor Tips & Legal Advice Call 312-332-4200
 
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Structured products are heavily sold by brokerage firms like LPL financial because of the larges fees and commissions associated with these products. In many instances, the investment recommendation of the products are not suitable for investors. In other instances, the full risks are not disclosed to the investor. Investors who have sustained investment losses in structured products at LPL financial can sue the firm in the FINRA arbitration process or file a class action lawsuit against the firm. Please view the video below for more information on suing LPL financial for structured product related investment losses.
Views: 33 Andrew Stoltmann
Alexander Efros, MBA, CPA, Discusses Structured Notes
 
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Alexander Efros, MBA, CPA, President and Founder of Athelon Wealth Management, Discusses Structured Notes - an excerpt from the live webcast "Financial Markets Update - Read Between The Lies" broadcasted on Dec 13, 2011. Athelon Wealth Management is an Independent Fee-Only Registered Investment Adviser based in Staten Island, New York. We offer comprehensive investment management services tailored to fit the needs of each individual client. Our process involves creating highly customized portfolios to obtain the desired level of return while effectively managing risk through diversification, ongoing in-depth research, and periodic portfolio rebalancing. At Athelon Wealth Management, we are not brokers. Unlike other firms, we never accept referral fees or commissions from sales of financial products. Since our compensation comes directly from our clients, we have the freedom to be independent of all other investment companies and to offer only the best investment options available. The result is an unwavering commitment to our clients without conflicts of interest. In addition, Athelon Wealth Management does not impose a minimum account size. Our belief is that sound financial advice should be available to everyone, regardless of their net worth or amount of assets under management. For more information or a FREE consultation with an experienced and qualified Investment Adviser, call us at (347) 706-1414 or visit http://athelonwealth.com. We're here to help! PLEASE NOTE: This video is for informational purposes only and does not constitute a complete description of our investment services nor does it represent any advice to buy or sell investments or other services. This video is in no way a solicitation or offer to sell securities or investment advisory services, except, where applicable, in states where we are registered or when an exemption or exclusion from such registration exists. Information throughout this video, whether stock quotes, charts, articles, newsletters, or any statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers, believe reliable but we do not warrant nor guarantee the timeliness or accuracy of this information. Nothing in this video should be interpreted to state or imply past results are an indication of future performance. Investing carries risks. Investments may lose value and there are no guarantees against loss. Neither we nor our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in transmission thereof to the user. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED IN THIS VIDEO OR ANY "LINKED" WEB SITE.
Views: 176 AthelonWealth
Lawsuits Against Royal Alliance for Structured Products Sales - Call 312-332-4200
 
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Did you lose money investing in structured products with Royal Alliance? If so, you can sue Royal Alliance to recover those losses in the FINRA arbitration forum. Large fees and commissions caused brokerage firms to take a "round hole square peg" approach to making these recommendations. In many instances, the full risks of the securities were not made known to investors. Unsuitable investment recommendations, fraud, and misrepresentations of the true risks of these structured products were very common practices at major brokerage firms. In the video below we discuss how to sue Royal Alliance to recover structured product investment losses.
Views: 33 Andrew Stoltmann