CORE BUSINESS IS
AND SELECTION OF
The company offers advisory services to wealth managers and institutionals investors. Asset allocation, risk management, available yield in current market conditions together with the design of the investment solution that best meets the client’s needs are part of our advisory services.
Thanks to long lasting partnerships with the most trustful and innovative banking establishments, Marigny Capital supports its clients throughout the investment process, from defining the investments need through the design of the investment product to product monitoring post trade (management of the secondary market, reportings, etc.).
THE EXPERTISE OF MARIGNY CAPITAL ENABLES ITS CUSTOMERS TO TAKE FULL ADVANTAGE OF THE OPPORTUNITIES OFFERED BY STRUCTURED PRODUCTS AND FUNDS INVESTMENTS.
A structured product is the combination of several financial products (derivatives, options, fixed income, credit and more). Once blended together into a single product they offer an optimized risk/reward ratio.
This particular asset class enables the investors to precisely define the risk/reward ratio of their investment.
The products are custom designed by Marigny Capital to meet the needs “standard” financial instruments can not fill. Their characteristics depend on the investor’s needs: currency, underlying, maturity and more.
They also have the advantage of providing access to all asset class (Equity, Funds, Fixed income, Credit, Commodities…) even those that may be difficult to access, while remaining bonds.
Marigny Capital also brings value to its clients on funds. In a wide universe of funds, being selective is key. Marigny Capital assists its clients at different stages :
- Due diligence : financial robustness of the manager, team composition and experience, evolution, identification of counterparts and external services providers, conflicts of interests, risk management , investment strategy.
- Risk management : identification of risk factors in the investment strategy, risk monitoring in accordance with risk limits defined by the investors, real time analysis of the impact of a market event on the performance.
Marigny Capital has developed an expertise in ethical and Socially Responsible Investments funds.
- Yield products
- Tracking products
- Guaranteed capital
- From 1 month to 10 years
- Possibility of early refund
- Raw materials
- Interest rates
THE PRODUCTS CAN BE SPLIT IN 3 CATEGORIES :
Included in this category are products that pay a coupon, just like bonds. This coupon can be certain or potential. Its payment will be linked in some case to the fulfillment of a condition defined in the product structure.
A product pays a 5% coupon each year as long as the Euro Stoxx 50 is not down by more than 30%.
The goal here is to offer a continuous yield to the investor.
Included in this category are products that offer participation, upward or downward, in the manner of a direct investment in the underlying. They can track the evolution of an asset, and can further offer a protection on the capital.
A product reflects the evolution (upward or downward) of Apple. However, in case Apple is down at maturity by less than 25%, the product will be redeemed 100% nevertheless.
The aim is to provide added value to the investor.
Included in this category are products that offer a minimum redemption amount. This amount is guaranteed by the issuer of the product. This category includes both yield and participation products.
The capital Guaranteed products are designed for investors that wish to benefit from the evolution of an underlying but do not want to expose their investment to excessive risk.
A product offers a 50% participation in the positive performance of a fund. In case the fund’s performance is negative at maturity, the product will still be redeemed at 100%.
The aim is to provide the investor with maximum security.