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SPECIALIST SERVICES FOR STRUCTURED PRODUCT PROFESSIONALS

PRODUCT DEVELOPMENT

We work with professional firms to help create products that meet the needs of their clients. We can act as a co-manufacturer to help get the best terms for each client from a range of issuers. 

ANALYSIS

Manufacturers and Distributors are required to show that products are suitable and appropriate for the target market. Our detailed analysis of structured products allows us to evaluate products using the mandatory MIFID II target market criteria

FOR MANAGEMENT

Firms that manufacturer and distribute structured products are required to have product governance and monitoring processes. Our analysis can inform your decision making process. 

About Us

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PRODUCT DEVELOPMENT

The pricing and testing tool allows users to price and test new products. Users can develop products that maximise returns and minimise risk.  

  • Indicative pricing for most popular shapes linked to UK, US and European equity markets 
  • See what effect changing term, triggers, coupons and underlying has on the value of a product 
  • Check pricing of products offered in the primary and secondary market 
  • Compare pricing from different issuers - Instant stress test results for MIFID II and FCA requirements 
  • Historic back-test and chart 
  • Detailed analysis of probabilities across multiple scenarios 
  • PRIIPS calculations 
  • Immediate full IPR report summarizing product details, value, risk and return  

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ANALYSIS AND REPORTING

The IPR analysis of every product is updated every week allowing Manufacturers, Distributors and Management to monitor products over time. The reporting tools allow portfolio managers to monitor products that they hold.  Distributors can check that products remain appropriate and suitable.    

  • Customizable on-line reporting, select the metrics that are salient to your needs
  • Filter, rank and sort products by product feature, risk and return 
  • View your products or select from the entire database 
  • Bespoke reports for portfolio managers, compliance and client advisers 
  • Efficient frontier shows products on a risk / return  
  • Create multiple portfolios 
  • Timeline function allows users to monitor upcoming events 
  • IPR selection identifies the best product using user specified criteria in categories defined by objective and risk. 

Click here for IPR
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PRIMARY AND SECONDARY

We work with investors, advisers, managers and issuers to help develop new products that meet investor needs. Our analysis allows us to help match the risk/return and drawdown of a product against the target market. The secondary market list allows investors to identify attractive opportunities from the list of issued products.    

  • Primary access to 15 issuers through our brokerage partners.  Our brokerage partners can act as matched principal or as an introducing broker 
  • We can act as a co-manufacturer and take responsibility for product design and development 
  • The IPR Investment Solutions team have extensive experience working at large investment banks developing products with and for investors.  
  • Secondary market list of post-strike products available to investors allows investors to take advantage of attractive opportunities.