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Learning Curves - Equity Derivatives 


  • Trends In Linear Payout Structures ­ Part I 02/26/2010 03:07 PM GMT  

    Recently, there has been an increase in straight payout structures being priced and traded in the interest rate derivatives market. Unusual market conditions and a general aversion to conventional exotics has helped these trades evolve relatively quickly. Although they are very complex trades to value these simple exotics offer very clear and straight forward payouts and allow speculation on or hedging of very specific types of risk. Often the more simple the payout, the more complex the initial pricing and modeling can be.

  • Equity Structured Products And The Market For Index Correlation – Part I 01/29/2010 07:00 PM GMT  

    This week's Learning Curve focuses on the effect of equity structured products on the market for equity index correlation.

  • Equity Structured Products And The Market For Index Correlation Part II 01/22/2010 07:00 PM GMT  

    This is Part II of a two-part Learning Curve on equity index correlation. Part I, which appeared last week, explained how many retail structured products are long correlation. Part II begins with another example of a worst-of product that is long correlation, the daily range accrual note, and concludes with a section on outperformance options and the market for equity correlation.

  • Variance Swaps And Their Varieties 08/07/2009 02:52 PM GMT  

    This Learning Curve examines different variance swaps and how they can be used to manage volatility exposure.

  • OTC Equity Derivatives Matching Targets: Are They Achievable? 04/17/2009 07:39 PM GMT  

    Despite ongoing regulatory focus, the vast majority of trade confirmations in the over-the-counter equity derivatives market are processed via paper.

  • Hedge Fund Transparency Act: The End Of Derivative-Linked Structured Products As We Know Them? 03/13/2009 05:47 PM GMT  

    On Jan. 29, Sen. Charles Grassley (R-Iowa) and Sen. Carl Levin (D-Mich.) introduced the Hedge Fund Transparency Act (HFTA) in the U.S. Congress.

  • U.K. Contracts For Difference Disclosure Regime 11/26/2008 08:32 PM GMT  

    The disclosure of derivatives being used in takeover situations has garnered much attention of late with Porsche's winning options strategy in trading Volkswagen options.

  • Efficient Use Of Timer Options In Volatile Markets 05/16/2008 05:30 PM GMT  

    Since the emergence of the credit crisis in August, the equity markets have been particularly turbulent.

  • Creating Indices For Structured Investments 05/09/2008 05:30 PM GMT  

    In conventional indices, companies are weighted relative to their market capitalizations, the largest having the highest weighting.

  • The Snowball Effect On Retail Structured Products 10/26/2007 12:00 AM GMT  

    On Aug. 30, a plaintiff, as trustee of an irrevocable trust, filed a class action lawsuit against a large financial services provider in the U.S. District Court for the Central District of California, alleging violations of the federal securities laws and common law fraud.

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