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Structuring

Innovative solutions for your benefit

Tailor Made Financial Products

Best execution policy for our innovative products

Satisfied clients take center stage at INNOVATIS. Therefore we develop innovative financial products tailored to the specific needs of our clients. According to individual requirements, risk profile and ideas we use financial engineering and a wide network of issuers to create different product types with special features.

Fixed Income Products

INNOVATIS Fixed Income solutions feature a superior risk-return profile combined with high standards in quality and security. We take advantage of the current market environment and transform market opinions into unique products.

 

 

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YiELD Enhancement

INNOVATIS yield enhancement products are composed of attractive underlyings selected by INNOVATIS. They provide the possibility of an early redemption in addition to attractive monthly conditional coupon payments.

 

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Certificate

INNOVATIS Certificate provides diversified access to structured products made by INNOVATIS with small minimum investment.

 

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INNOVATIS - Balanced Strategy

INNOVATIS (Suisse) AG aims to generate constant returns by using a mixture of high quality structured products and fixed income instruments, therefore performance is mostly independent from the market development. Reasonable diversification within the portfolio provides higher safety.

 

Advantages

  • INNOVATIS Balanced Strategy aims to generate constant returns independent from market developments
  • Markets are constantly evaluated and strong discipline as well as effective risk control is practiced
  • Only calculated and reasonable risks are taken
  • Assets will be allocated in a 50:50 mixture of equity-linked structured products and fixed income related instruments
  • Fixed income papers and fixed income alternatives offer a solid basis for the strategy
  • In the equity linked structures the underlyings are chosen in the course of a fundamentally based quality approach.
  • Special attention is given to the product structures and its payoff, as well as the issuing entity

Customization

INNOVATIS products with superior risk-return profile can be customized according to the clients’ requirements. Fine-tuning is possible in regards of Volatility, Maturity, Dividends and Correlation. In addition a lot of smart features are available for optimization of the product like autocall trigger, coupon barriers, different strike levels, coupon payments.

  • Volatility of the underlying

    • Higher volatility on underlyings implies higher potential risk, thus higher coupon level / cheaper structure

  • Low Volatility

    • Low Coupon
    • Low Capital Protection

  • High Volatility

    • High Coupon
    • High Capital Protection

  • Correlation of Underlyings for „Worst-of“ solutions

    • For “Worst-of” solutions, the lower the correlation among multiple underlyings, the higher the coupon level and the cheaper the structure price - For basket solutions, correlation has exactly the opposite effect.

  • Low Correlation

    • High Coupon
    • High Capital Protection

  • High Correlation

    • Low Coupon
    • Low Capital Protection

  • Dividends on Underlyings

    • The higher the expected dividends, the higher the coupon level and the cheaper the structure price

  • Low Dividends

    • Low Coupon
    • Low Capital Protection

  • High Dividends

    • High Coupon
    • High Capital Protection

  • Maturity of the Product

    • The longer the maturity, the higher the coupon level and the cheaper the structure price

  • Short Maturity

    • Low Coupon
    • Low Capital Protection

  • Long Maturity

    • High Coupon
    • High Capital Protection

Issuers

INNOVATIS works with 13 issuers with top ratings

One of the central pillars of INNOVATIS’ business model as a One Stop Service Center is the direct cooperation with a vast network of issuers. In the dialogue with the issuers INNOVATIS is capable of not only finding the best price for the relevant product idea, but also the best possible payout profile for its clients. INNOVATIS takes care of the issuers’ quality not only in regard of the credit rating, but also in terms of liquidity in the secondary market, regularity and correctness of market to market quotation and the general After Sales Service. We extend the network of issuers all the time to ensure best execution policy