High-earning investor maximising income

Beschreibung

Mas AF4 - Investment Planning (High-earning investor maximising income) Mindmap am High-earning investor maximising income, erstellt von Paul Dawson am 08/09/2013.
Paul Dawson
Mindmap von Paul Dawson, aktualisiert more than 1 year ago
Paul Dawson
Erstellt von Paul Dawson vor mehr als 10 Jahre
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Zusammenfassung der Ressource

High-earning investor maximising income
  1. structured products
    1. features
      1. instruments
        1. zero coupon bond
          1. sold at discount to par value - returns known amount at maturity
          2. call option
            1. typically FTSE 100
          3. typically 5-6 yr term
            1. no withdrawals
              1. kick out/auto call
                1. early maturity if performance threshold reached
                2. minimum/maximum returns
                  1. protection
                    1. 100% capital protection
                      1. partial capital protection
                        1. Structured Capital At Risk (SCARPs)
                        2. no protection
                          1. SCARPs
                      2. risks
                        1. counterparty
                      3. order book for retail bonds (ORB)
                        1. portfolio construction
                          1. standard deviation
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