SUMMARY

• Specifically written to offer the wealth manager guidance in their everyday business, and to help you make sense of the ever growing, and ever more complex, structured products market

• Highlights important innovations taking place at the forefront of the structured products market, such as the use of credit derivatives, and illuminates how the structure of products can create capital guarantees

• Includes in-depth coverage of both hedge funds, including funds of funds, and fund derivatives

• Provides comprehensive advice on topics such as pricing, a particularly important topic as there is currently no specific pricing index for wealth managers to refer to

• Covers derivatives-based structured products, used to offer high net worth investors capital protection, leverage and tax advantages, and discusses the integration of risk management into the private portfolio

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  TABLE OF CONTENTS

CONTENTS
List of Contributors
Introduction
Robert Benson
Arete Consulting

1 Exchange Traded Funds - Tactical Asset Allocation Tools
Eleanor De Freitas, Catherine Barker
Barclays Global Investors

2 Introduction to Covered Warrants and Certificates
David Lake
SG Equity Derivatives

3 Cliquet Products as Investment Opportunities and Source of Hidden Risks
G. A. Adragna, V. Ceci, A. C. Cosentini, L. Lotti
TradingLab

4 Seeking Capital Protection through Portfolio Insurance
Giancarlo Frugoli, Ferdinando Samaria
UniCredit Banca Mobiliare

5 Wrappers for Structured Products
Robert Addison
Bespoke Financial Consulting

6 Internal Asset Allocation and Currency Management for Discretionary Portfolios
Andreas Homberger
UBS

7 Foreign Exchange and Structured Products for Private Clients
Peter Gardner, Andrew Popper
SG Hambros

8 Fixed-Income Structured Products
Lode Roose, Kristien Meykens, Hans Duquet
KBC Asset Management

9 Hedging with Inflation Derivatives
Allan Lane; Stanley Myint
Independent; Royal Bank of Scotland

10 Commodities, Term Structures and Volatility
Michael Lewis
Deutsche Bank

11 The Uses of Credit Derivative Products for Wealth Management
Anthony Morris
UBS

12 Funds of Hedge Funds - A Safer Way to Gain Hedge Fund Exposure
Urs Alder
Man Glenwood

Index

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  QUOTES

″A comprehensive analysis of the issues and options facing wealth managers when incorporating structured products into their strategies. This book approaches the vast field of structured products by analysing it from the point of view of wealth managers, thereby offering practitioners an insight into the relevance of structured products on portfolio construction and risk management.″
Siddharth Kaul, Senior Risk Manager, GAM

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  CONTRIBUTORS

Eleanor De Freitas, Catherine Barker, David Lake, G. A. Adragna, V. Ceci, A. C. Cosentini, L. Lotti, Giancarlo Frugoli, Ferdinando Samaria, Robert Addison, Andreas Homberger, Peter Gardner, Andrew Popper, Lode Roose, Kristien Meykens, Hans Duquet, Allan Lane, Stanley Myint, Michael Lewis, Anthony Morris, Urs Alder
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