High-earning investor maximising income

Descripción

Mas (High-earning investor maximising income) AF4 - Investment Planning Mapa Mental sobre High-earning investor maximising income, creado por Paul Dawson el 08/09/2013.
Paul Dawson
Mapa Mental por Paul Dawson, actualizado hace más de 1 año
Paul Dawson
Creado por Paul Dawson hace más de 10 años
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Resumen del Recurso

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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