Structured Notes: The Swiss Army Knife of Portfolio Construction
- Maryland Plan Seeks High Yield. Sorondo, Marc // Investment Management Weekly;7/14/2009, p2
The article reports on the plan of the Maryland-National Capital Park and Planning Commission Employees' Retirement System (MNCPPC) to invest $20 million with a domestic high yield fixed-income manager. The fund would like the strategy to be benchmarked against the Merrill Lynch High Yield...
- Lots of Upside, Limited Risk. Troyanovsky, Serge // On Wall Street;Sep2005, Vol. 15 Issue 9, p73
Analyzes the role of structured products in a portfolio. Benefits associated with customized products; Information on structured product 10-year, 100% principal protected note; Comparison of the performance of a structured product and a direct investment in the equity market; Other types of...
- Derivatives & Structured Products. // Bond Buyer;6/19/2007, Vol. 360 Issue 32653, p6
Several charts that list derivatives and structured products are presented including BMA Municipal Swap Index, Index-Linked Municipal Swaps and Swap Rates vs. Bond Yields.
- Derivatives & Structured Products. // Bond Buyer;6/12/2007, Vol. 360 Issue 32648, p35
Several charts are presented depicting derivatives and structured products in the U.S.
- Structured Notes in a Balanced Portfolio. Droms, William G.; Strauss, Steven N. // CPA Journal;Sep2012, Vol. 82 Issue 9, p50
The article investigates the risks and rewards of investing in structured notes. The risks include credit exposure, liquidity and the exclusion of dividend income in the computation of returns. The rewards include downside protection, enhanced return on the upside and reduced equity risk. It...
- DIVERSIFYING THROUGH NOTES. Troyanovsky, Serge // On Wall Street;Nov2007, Vol. 17 Issue 11, p87
The article discusses diversifying financial portfolios using structured notes. A Triple Appreciation note has a maturity of 18 months and is linked to the Standard & Poor's 500 index, giving a higher return if the market does not rally more than 20% over the 18 months. An Enhance Appreciation...
- Generic myth. Harrington, James // Money Marketing;4/21/2011, p42
In this article, the author discusses the myth that all structured products should not be regarded similar in Great Britain.
- Flexible friends. Telfer, Kevin // Money Marketing;5/6/2010, p47
In this article, the author offers views on fixed-income investment.
- DERIVATIVES & STRUCTURED PRODUCTS. // Bond Buyer;7/5/2005, Vol. 353 Issue 32166, p7
Presents charts depicting the trends in derivative and fixed-income securities in the U.S. as of July 2005.