locally capped investment products and the retail investor - FBM Holidays
We now consider the decision of an investor who is selecting between a locally-capped contract and a globally-capped contract. Selain itu, We use standard finance tools to examine this choice. Structured Investment Products and the Retail Investor. Jan 6, 2009 Locally-capped products are an economically important and poorly understood category of structured financial products. Selain itu, These contracts combine a guaranteed payoff with a bonus equal to some. Locally Capped Investment Products and the Retail Investor. Section Three focuses on locally-capped and globally-capped contracts with a maturity guarantee. Selain itu, We show that the decision to invest in these contracts is puzzling from the standpoint of normative investment theory. This figure summarizes the percentage in volume of locally- capped, globally-capped and contracts with no cap among the AMEX listed contracts that include a floor guarantee. We also explain why locally capped products perform badly in turbulent markets and confirm this with evidence from the 2008 financial crisis.
Suitability Checks and Household Investments in Structured .. TL;DR: In this article, the authors describe the investment behavior of individuals who invest in cryptocurrencies with structured retail products and find that cryptocurrency investors are active traders, prone to investment biases, and hold risky portfolios. Locally Capped Investment Products and the Retail. Aug 8, 2024 Asset managers, exchanges and broker-dealers are increasingly launching innovative products targeted not only at traditional institutional investors but also at individual retail investors. Aug 4, 2015 The suitability of complex financial products for household investors is an important issue in light of consumer financial protection. Selain itu, Dodd–Frank Act, for instance, mandates that distributors check suitability when selling structured products to retail investors. Locally Capped Investment Products and the Retail Investor Carole Bernard Phelim P. Selain itu, Boyle William Gornall The Journal of Derivatives Summer 2011, 18 ( 4) 72 - 88 DOI: 10.3905/jod.2011.18.4.072