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November 1, 2013

heads i win, tails you lose: valuing a callable note

This week we examine callable structured notes.  Our representative note and its terms can be found here. Why are we interested? Notes with a call feature typically offer very attractive “headline” yields, but these structures
All, Deconstructed Notes
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October 30, 2013

viability study: supplement, winter 2013

Exceed Investments performed a series of additional analyses on the raw data gathered by WealthManagement.com for our commissioned study, Viability Study: Exchange Traded Structured Products. Exchange Traded Strategies, Winter 2013. The findings from our supplemental
Deconstructed Notes, Insights
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October 15, 2013

always read the fine print on a structured note

This week we examine a complex structured product masquerading as a straightforward yield note.  Our representative note and its terms can be found here.  The name of the note on the term sheet is: 8%
All, Deconstructed Notes
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