February 2012
Product Variable Annuities : the future of Life Insurance ?
As products at the forefront of finance and Insurance which propose a number of types of guarantees and multiple options corresponding, in theory, to the essential needs of clients (availability of funds, profitability, security), Variable Annuity stands to become the new (...)
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July 2011
Product Inflation linked bonds’ mechanism
Inflation linked bonds are bonds whose principal is linked to inflation which allows their holders to protected against inflation as opposed to traditional bonds.
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July 2011
Product Sovereign Wealth Funds
Sovereign Wealth Funds (SWFs) are state-owned or affiliated funds. The first type (by far the biggest) invests foreign exchange reserves, driven by trade surpluses and exports of natural resources.
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July 2011
Product Private equity
Private equity funds invest in companies equities in order to take control of them. The shares held by these funds are not traded on financial markets. Their influence is moderate : According to Bain & Company, the global assets they hold is up to 3% of the value of (...)
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June 2011
Product What is inflation break-even ?
The inflation break-even is the difference in yield between a conventional bond (coupon rate) and its inflation-linked (real rate) equivalent (the same issuer, same maturity ...) ...
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May 2011
Product Back to the future, may 2011: Nobles Crus and Earth Element Fund
Yesterday they were introduced as innovatives products. Today, How far have they got and what are the prospects for tomorrow ? Two products in the spotlight this month: Nobles Crus or the blend of passion for wine and financial investment, and a quantitative systematic (...)
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January 2011
Product TARN on REVERSE CMS
A major U.S bank has recently issued Target Accrual Redemption Note (TARN) on reverse CMS (Constant Maturity Swap). This product pays a coupon indexed on a reverse, capped and floored CMS until the sum of coupon payments reach a target (...)
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October 2009
Product Rotating Mountain Range Options
A major European investment bank has recently launched a long-term hybrid investment vehicle: "Rotating Mountain Range". This product pays a coupon equal to the weighted sum of the performances of three assets, where the weights are adjusted after each observation (...)
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October 2009
Product « Catastrophe bonds » or CAT bonds
Insurance companies issue this type of bonds to cover the risks associated with "disastrous" events such as earthquakes, typhoons, storms and hurricanes...
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April 2008
Product What is Long/Short Equity ?
Hedge funds apply a vast array of investment strategies which can be more or less complex. In this article, we shall focus on the Long / Short strategy…
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January 2008
Product What is CPPI (Constant Proportion Portfolio Insurance)?
CPPI or Constant Proportion Portfolio Insurance is a dynamic management technique that ensures a minimum guaranteed amount to an investor at the time of maturity
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November 2007
Product Credit Default Swaps (CDS).
Politicians have, in general, a very rough knowledge on financial products, especially credit derivatives. In some cases, this may be a gap. Indeed, the icelandic prime minister is now aware of it...
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October 2006
Product What is a Hedge Fund?
The expression ʻhedge fundsʼ is commonly used to describe a non-conventional investment fund, that is, a fund whose strategy does not include long term investments in bonds, stocks and cash markets...
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