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Education Hub

We want to empower investors with the knowledge they require to build better multi-asset portfolios for their clients. The Education Hub is designed with investors in mind. A resource to equip investors with the practical knowledge and confidence to use derivatives.

CAPITAL AT RISK

Navigating derivatives 

Start unlocking the world of derivatives in just 60 seconds, navigating each concept, one step at a time.

Mastering derivatives 

Our derivative expertise

Our expertise lies in using the derivatives market as a specialist toolbox from which we build our investments. A derivative is something that derives its value from another asset. We believe using derivatives in a sensible, uncomplicated, methodical way gives investors the opportunity to fine tune the risk and reward relationship of investing in the underlying asset.

We've been delivering bespoke solutions for institutional investors since 2008, launching an asset management business and our flagship funds in 2013. We're proud to be at the forefront of derivative use within multi-asset investments.  

Types of solutions

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Structured investments

Structured investments allow investors to tailor their exposure to an equity market. And as such are a common way of investing in equities, whilst having clear and defined potential returns.

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Defensive autocalls

A defensive autocall is a type of structured investment. Autocalls offer the potential of a fixed capital return if the indices to which they are linked are at or above their starting level on given dates.

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Daily range accruals

Daily range accrual is a financial instrument, typically used in structured products or derivatives, that accrues interest based on the daily price movements of an underlying asset, like a stock or an index.

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Boosters

A booster is a type of structured investment which offers increased participation in the underlying index between two pre-defined index levels.
 

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Accelerators

An accelerator is a type of structured investment that offers increased participation in any rise of the underlying index from the initial strike level, which is also uncapped.
 

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Digital synthetics

A digital synthetic is a type of structured investment that offers a potential return at maturity so long as the index is above a certain level, this level is below the initial index strike level.

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Income autocalls

An income autocall is a type of structured investment whose pay-out is contingent on the performance of an underlying asset. Income autocalls are market-linked investments offering an above-market coupon if automatically matured prior to the scheduled maturity date.

How we use derivatives in our funds

Learn more about our Defined Returns

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Managing investment risk

Risk Cube goes beyond volatility and value-at-risk. It simulates multi-step patterns in investment strategies.​ This helps navigate specific market events over time, considering both market stress and normal conditions.​

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