Training Courses
Structured Products Workshop
Category: Derivatives
Course level: Intermediate
In house
This 3-hour workshop course is designed to provide an in-depth explanation of structured products and how they are used in institutional client portfolios and retail funds.
It is assumed that all delegates have either attended, or understand the concepts of, the Introduction to Futures, Introduction to OTC Derivatives, Introduction to Options and Advanced Swaps workshops.
Case studies form an integral part of the course, to allow the delegates to consolidate the information and provide the basis for group discussions.
Objectives
By the end of the workshop, delegates will have a more detailed understanding of:
- the different types of products used at M&G
- LDI
- 130/30 Funds
- guaranteed income funds
- capital protection funds
- zero coupon inflation-linked funds
Length
3 hoursCourse Content
Liability-driven investment (LDI)
What drives LDI?
Using derivatives as part of LDI strategies
Discussion: How your firm uses LDI strategies
130/30 Funds
Rationale behind 130/30 funds
Using derivatives in 130/30 funds
Discussion: 130/30 at delegates’ firms
Guaranteed income funds
How guaranteed income funds work
Discussion: Guaranteed income funds at delegates’ firms
Capital protection funds
The role of derivatives in capital protection funds
Discussion: Capital protection funds at delegates’ firms
Zero coupon inflation-linked funds
The role of derivatives in zero coupon inflation-linked funds
Discussion: Zero coupon inflation-linked funds at delegates’ firms
This course would be suitable for:
- Client services and call centres
- Finance and accounting
- HR and training
- Investment administration and operations
- Investment professionals
- Legal & Compliance
- Risk management
- Sales and marketing
This course would be suitable for these exams:
- CFA - Level 1
- CFA - Level 2
- IMC
- SII Certificate - Financial Derivatives Module
- UKSIP - Introduction to Investment
