Cerulli Report: Structured Products
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Demand for structured products is on the rise. While they are becoming almost mainstream, these varied, complex vehicles – with limited exceptions – are actually only appropriate for the most sophisticated investors in the highest wealth tiers. This detailed report lifts the shroud of mystery and confusion surrounding structured products and provides in-depth information on their features and suitability. Packed with real world examples and market metrics, it’s a must-read for advisors involved in wealth management or private client services.
Key Findings:
- Sales of structured products nearly doubled in 2007 to $114 billion
- Optimal target markets for these products are investors in higher wealth tiers
- Tax treatment is a pivotal, unresolved issue for exchange-traded notes (ETNs)
- Structured product assets under management will continue to grow steadily
