Structured Products in Wealth Management

Table of contents

1. Cover
2. Contents
3. Title page
4. Copyright page
5. Preface
6. Authors
7. Introduction
   1. Authors’ note
8. CHAPTER 1: Derivatives
   1. Introduction
   2. Forwards and futures
   3. Swaps
   4. Options
   5. Summary
9. CHAPTER 2: Structured Products
   1. Introduction
   2. What are structured products?
   3. Certificates
   4. Maximum return products
   5. Capital protection products
   6. The market for structured products
   7. Summary
10. CHAPTER 3: The Investment Process
    1. Introduction
    2. Overview of the investment process
    3. Investor analysis
    4. Strategic asset allocation
    5. Tactical asset allocation
    6. Implementation in the portfolio
    7. Performance reporting
    8. Summary
11. CHAPTER 4: Using Structured Products in Wealth Management
    1. Introduction
    2. The use of structured products in the core portfolio
    3. The use of structured products in the satellite portfolio
    4. Currency management with derivatives
    5. Risk reporting
    6. Summary
12. Conclusion
13. Index