Comparison with structured notes

Exceed solutions are constructed from a diversified fixed income portfolio and cleared ‘off the shelf’ options in contrast to traditional structured notes which are OTC debt instruments of the issuing bank. Our process may result in the following advantages:

Traditional Structured Notes

  • High fee
  • Concentrated credit risk
  • Illiquid
  • Not transparent
  • Complex execution

Exceed Solutions

  • Low fee
  • Mitigated credit risk
  • Liquid
  • Transparent
  • Market order

In addition, through using a portfolio approach to investing, Exceed index based solutions offer the following additional potential advantages:

Traditional Structured Notes

  • Ever changing characteristics
  • Term product requiring reinvestment
  • Reliant on calendar or current offerings
  • Single investment at a given starting point
  • Risk of missing major market moves

Exceed Solutions

  • Standardized and consistent
  • Efficient evergreen solution
  • Always available and accessible
  • Diversified entry and exit
  • Minimized risk of missing major market moves