Understanding Structured Investment Products

A type of investment specifically designed to meet an investor's financial needs by customizing the product mix to adhere to the investor's risk tolerance. SIPs are generally created by varying the amount of exposure to risky investments and often include the use of various derivatives. Structured investment products blend a unique combination of security and risk in an investment portfolio. They have some typical characteristics and are usually prevalent in the well developed financial markets. The course is meant for Private Banking Sales Professionals, Wealth Managers, Investment Advisors, HNIs, Corporate and Commercial Bank Relationship Managers, Treasury Managers, Structured Finance Executives, Mutual Fund Managers, Portfolio Managers, Fund & Investment Managers.PROGRAMME CONTENTS Session 1: Role Play exercise with Structured Investment Products with one live case. The objective is to share the perspectives of the traders, sales team, investors, regulators, product managers etc. through a role play. Session 2: Building blocks of Structured Investment Products; Derivatives – Recapitulation of basics of derivatives (forward, futures and options, exotic options like KI, KO etc.) Sessions 3 and 4: Pricing and View based strategies for Structuring Investment Products (forward, futures and options pricing and trading strategies). This would lay the foundation for manufacturing these products. Session 5: Case Study with some Structured Investment Products: The objective is to apply the understanding and decompose some of the existing products into their pieces.