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Title Structured products in wealth management / Steffen Tolle [and others].
Imprint Singapore ; Hoboken, NJ : John Wiley & Sons (Asia), 2008.

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Series [Wiley finance]
Wiley finance series.
Subject Portfolio management.
Alt Name Tolle, Steffen W.
Uniform Title Strukturierte Produkte in der Vermogensverwaltung. English.
Description 1 online resource (xii, 226 pages) : color illustrations.
Contents Preface. Authors. Introduction. Chapter 1. Derivatives. Introduction. Definition and overview. Background and history. The advantages of derivatives. Transaction motives. Forwards and futures. Forward contracts. Futures contracts. Differences between forwards and futures. Pricing. Swaps. Basic types. Swap replication. Swap valuation. Options. Forms of trading. Payoff profiles. Option strategies. Factors influencing option pricing. Put/call parity. Option replication. Option pricing. Greek letters. Exotic options. Summary. Chapter 2. Structured Products. Introduction. What are structured products?Definition. Overview. Certificates. Index certificates. Basket certificates. Differences between certificates and mutual funds. Further product developments. Maximum return products. Discount certificates. Reverse convertibles. Further product developments. Capital protection products. Plain-vanilla capital protection products. Further product developments. The market for structured products. Parties involved. The lifecycle of structured products. Summary. Chapter 3. The Investment Process. Introduction. Overview of the investment process. Investor analysis. The concept of risk/return classes. Investor analysis. Strategic asset allocation definition of investment segments. Determining the strategic weights. Tactical asset allocation. Implementation in the portfolio. The core/satellite approach. Portfolio management. Performance reporting. Return attribution. Risk measurement. Summary. Chapter 4. Using Structured Products in Wealth Management. Introduction. The use of structured products in the core portfolio. Constructing the core portfolio with traditional investments. Tactical optimization of the core portfolio. The use of structured products in the satellite portfolio. Currency management with derivatives. Risk reporting. Nominal versus effective exposure: "unbundling". Effective exposure. Value-at-risk. Summary. Conclusion. Index.
Access Use copy Restrictions unspecified star
Reproduction Electronic reproduction. [S.l.] : HathiTrust Digital Library, 2011.
System Details Master and use copy. Digital master created according to Benchmark for Faithful Digital Reproductions of Monographs and Serials, Version 1. Digital Library Federation, December 2002.
Note digitized 2011 HathiTrust Digital Library committed to preserve pda
Print version record.
ISBN 9781118580400
OCLC # 749120923
Additional Format Print version: Strukturierte Produkte in der Vermogensverwaltung. English. Structured products in wealth management. Singapore ; Hoboken, NJ : John Wiley & Sons (Asia), 2008 (DLC) 2008298786 (OCoLC)226356068

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