Structured Products Fundamentals

Question 1 / 11

Is a structured product an asset class?

Question 2 / 11

You manage a portfolio holding a BRC on gold and a BRC on Nestlé, both issued by UBS. For allocation reporting, how do you classify them?

Question 3 / 11

Why did capital-protected products dominate the Swiss market in the 1990s, yet are rare today?

Question 4 / 11

A retired client needs to fund regular expenses of CHF 10,000 per quarter without liquidating his current portfolio. Which fundamental need does this illustrate?

Question 5 / 11

An investor buys a BRC on the SMI with a 60% barrier and an 8% coupon. What is the main economic trade he is making?

Question 6 / 11

What does COSI mean on the Swiss market?

Question 7 / 11

Is the SMI the dominant underlying of structured products issued in Switzerland?

Question 8 / 11

In the United States, structured products are essentially distributed to:

Question 9 / 11

A client claims: “structured products are a black box, you never know what's inside”. Which public documents factually refute this claim for a product listed on SIX?

Question 10 / 11

Among the following statements about the Swiss structured products market, which one is false?

Question 11 / 11

A family office client comes to your office and says: “I've heard about structured products, they seem to offer great returns. I'd like to put 20% of my portfolio into structured products. Can you find me the best ones?”

What is the best reframing to offer before making any recommendation?