High-earning investor maximising income

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Mas AF4 - Investment Planning (High-earning investor maximising income) Mind Map on High-earning investor maximising income, created by Paul Dawson on 08/09/2013.
Paul Dawson
Mind Map by Paul Dawson, updated more than 1 year ago
Paul Dawson
Created by Paul Dawson about 11 years ago
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Resource summary

High-earning investor maximising income
  1. structured products
    1. features
      1. instruments
        1. zero coupon bond
          1. sold at discount to par value - returns known amount at maturity
          2. call option
            1. typically FTSE 100
          3. typically 5-6 yr term
            1. no withdrawals
              1. kick out/auto call
                1. early maturity if performance threshold reached
                2. minimum/maximum returns
                  1. protection
                    1. 100% capital protection
                      1. partial capital protection
                        1. Structured Capital At Risk (SCARPs)
                        2. no protection
                          1. SCARPs
                      2. risks
                        1. counterparty
                      3. order book for retail bonds (ORB)
                        1. portfolio construction
                          1. standard deviation
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