The case explores the decision of a financial advisor in Hong Kong whether to recommend leveraged and inverse ETFs (L&I ETFs) to her clients. The case introduces unique features of L&I ETFs, methodologies of performance calculation, their relative merits and risks comparing with alternative products available in the market including derivative warrants (DWs), Callable Bull Bear Contracts (CBBCs), traditional ETFs, futures and options. Thinking from the perspectives of a financial advisor, students should combine the knowledge of L&I ETFs, the given market data, the market views of the financial advisor, as well as the clients' characteristics (age, educational backgrounds, future investment goals, etc.) to come up with tailor-made recommendations for each individual client.

【書誌情報】

ページ数：29ページ

サイズ：A4

商品番号：HBSP-HK1130

発行日：2018/10/29

登録日：2020/11/16