HOW TO START USING STRUCTURED PRODUCTS
INVESTORS SHOULD CONSIDER THE FOLLOWING QUESTIONS
When investing in structured products, investors should first consider the following questions:
INVESTMENT STRUCTURING PROCESS
Interpersona’s financial engineers are here to understand the clients’ investment needs. Their aim is to create a successful investment product that not only generates significant returns for the end client but also maximizes revenues for our partners.
Matching the risk/return investment need with the right product
Each investment comes from a professional dialogue with our client, for whom we begin to price indicatively as many versions of products as requested, offering a range of tailored-made solutions. It could also result from investment ideas engineered by our specialists who identified market opportunities.
The pricing & issuer optimization
Interpersona then identifies the best market counterparts on behalf of its client. Not only do we take counterpart risk into consideration, we also consider other factors such as credit diversification and secondary market liquidity. The best counterpart for a given product today will not necessarily be the same tomorrow, as funding levels, trading axes and liquidity needs change constantly. Thanks to Interpersona’s expertise and permanent contact with all major issuers, we will help our clients to opportunistically take advantage of these situations.
Trade execution and settlement
After the client’s trade confirmation, we will follow the settlement procedure between the issuing banks and the custodian banks. We will promptly intervene in case of errors or process mismanagement in order to ensure a smooth trading experience for our clients.
After sales service: the product follow-up and secondary market
As part of our commitment to our long-term relationships, we give maximum importance to the secondary market service and all of our products will be easily traceable on a daily basis in our website, Bloomberg, Reuters and Telekurs. All of our products benefit from secondary market liquidity and the accuracy of the prices are checked by our sophisticated proprietary systems.
STRUCTURING AN INVESTMENT PRODUCT
There is a wide range of structured products trading on various stock exchanges as well as private placements. Investors should consider whether these products are appropriate for them and meet their investment needs. Seek professional advice if necessary. Investors can buy and sell these instruments as easily as ordinary shares through their stockbroker who may offer a range of services.
With tailor-made structured products, we support our clients in equities, credit, commodities, funds andforeign exchange. Our cross-asset approach enables us to provide our clients with a single entry point for all asset classes.
In addition to structured products, Interpersona offers a range of in-house alternative investments which are only accessible through the Interpersona platform.
TAILOR MADE SOLUTIONS: YOUR CUSTOM FIT PRODUCT
Can’t find the investment that you are looking for amongst the flagship products or do you have a specific investment idea you would like to pursue?
Decide yourself on the underlying index, coupon, level of protection, currency and issuer that YOU are comfortable with.
Interpersona will advise you on the possibilities and interesting idea’s to tailor made your own product. This can be made possible starting from 200k EUR/GBP/USD.