Protean have unrivalled depth and breadth of expertise in all aspects of structured products. This asset class can add attractive risk adjusted returns to HNW and institutional client portfolios but, unlike many other market participants, our focus is on finding true value rather than chasing the headline rates of retail orientated products. Retail products are designed for specific single use and incur unnecessary costs, have volatile valuations, do not sit well within broader portfolios, and can have hidden risk drivers.
- KISS – unnecessary complexity = cost and risk
- Consider the investment rationale
- Analyse portfolio and valuation characteristics
- Minimise all costs - both upon launch and secondary spreads
- Fully support clients in both primary and secondary markets