Gatick global solution is proud to announce our new product - Structured Investment Analyzer today. Our mission is to bring transparency and increase awareness and understanding of these structured note markets. To accomplish this task myself and my friend Karthik Misra have created research report that can be used as a tool to understand various aspects of structured note analysis like
1) Investment theme: A brief description of the investment outlining the terms of the note by describing how investors are going to be rewarded is provided. After this,clear analysis of investment opportunity is mentioned with analysis of the note underlying stock or index performance combined with option markets implied volatility analysis
2) Investment Metrics: In this section, a set of quantitative metrics, expected return, volatility, Risk Score, probability of making profit on the note are estimated using historical data and creating a Risk - Return dash board.
3) Investment Performance: In this section, note is analyzed to see if this note would have fared in historical setting and in future (stress test) scenarios. This will result in thorough understanding of what can and might happen to the structured note
4) Investment recommendation: Finally, In this section, some pros and cons of the note are discussed along with a investment score card and investment opinion by Gatick global solutions.
This kind of analysis will help Financial advisers who want to understand the product risk reward relationships and explore the possibility of employing the structured note for their clients and improve their returns and indirectly grow their businesses.
1) Investment theme: A brief description of the investment outlining the terms of the note by describing how investors are going to be rewarded is provided. After this,clear analysis of investment opportunity is mentioned with analysis of the note underlying stock or index performance combined with option markets implied volatility analysis
2) Investment Metrics: In this section, a set of quantitative metrics, expected return, volatility, Risk Score, probability of making profit on the note are estimated using historical data and creating a Risk - Return dash board.
3) Investment Performance: In this section, note is analyzed to see if this note would have fared in historical setting and in future (stress test) scenarios. This will result in thorough understanding of what can and might happen to the structured note
4) Investment recommendation: Finally, In this section, some pros and cons of the note are discussed along with a investment score card and investment opinion by Gatick global solutions.
This kind of analysis will help Financial advisers who want to understand the product risk reward relationships and explore the possibility of employing the structured note for their clients and improve their returns and indirectly grow their businesses.
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