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Structured products

Structured products

Structured products as combinations of conventional and derivative financial instruments exist in various forms. In order to be able to classify the different types, the Swiss Structured Products Association (SSPA) has introduced the Swiss Derivative Map. This guidance distinguishes between capital protection, yield enhancement and participation products. Due to the diversity of structured products, however, it is not easy to map them correctly in the processes and systems relating to investment advice, portfolio monitoring, client reports or portfolio management. We are happy to help you with this.

Client benefit

  • Correct mapping of the diversity of structured products in the processes and systems relating to investment advice, portfolio monitoring, client reports or portfolio management
  • Acquisition of knowledge to understand the composition of the different types of structured products and their behaviour in different scenarios.

finalix contribution

  • Redesign of control processes to allow for issuance of new structured products
  • Introduction of a system and associated processes for the fully automated issuance of customized structured products
  • Definition of a structured product risk classification system
  • Consideration of structured product issuances in suitability and appropriateness testing according to MiFID I and MiFID II

Our experts

Andreas Imhof 1
Senior Manager