Evaluate Structured Products Investment Strategies Best Suited for You
Evaluate Structured Products Investment Strategies Best Suited for You
How Morningstar and Luma Technologies collaborate on valuable perspectives about structured product analysis
Structured products have experienced substantial growth since Morningstar's 2020 assessment. Morningstar's collaboration with Luma Financial Technologies in 2022 has introduced a structured products dataset, enabling a comprehensive analysis of income, principal protection, optionality, and return structuring features.
Structured products exhibit diversity in tracking underlying assets like stocks, indexes, bonds, and commodities. By linking Morningstar Ratings for stocks with structured products, investors can assess their alignment with fair value estimates over time. Notably, most active structured products offer significant downside protection, suggesting undervaluation of tracked stocks.
Get the full report to examine the impact of risk management in structured products investments.
What's Inside:
What's Inside:
- Why structured products have increased in popularity
- How we categorize the features of structured products into four objective types
- Alternative strategies to structured products