by AdminKrzysztof | Apr 5, 2024 | Individualised
Fixed term annuities should be a core part of retirement income portfolios replacing bonds. They offer a liability matching cash-flow, mitigate sequencing risk and eliminate almost all of the risks when converting to an annuity. Bonds play a crucial role in...
by AdminKrzysztof | Apr 4, 2024 | Structured Products
Our foundations are built on disruptive thinking and innovative technology… with decades worth of experience and understanding in financial services. One of the first pieces of software we brought to market was the Socius Structured Product Administration...
by AdminKrzysztof | Mar 28, 2024 | Individualised
Stochastic analysis, a sophisticated mathematical approach that models financial scenarios with inherent uncertainty and randomness, plays a crucial role in the dynamic personalisation of retirement income strategies. While its complexity might initially seem...
by AdminKrzysztof | Mar 18, 2024 | Model Portfolio Selection
What is an actively managed certificate? Investors are constantly on the lookout for innovative financial instruments that can offer tailored exposure to various asset classes while mitigating risks. Actively Managed Certificates (AMCs) and Structured Products are two...
