SRP EUROPE 2020 · • Manufacturer, distributor and private banking awards are in part based on...
Transcript of SRP EUROPE 2020 · • Manufacturer, distributor and private banking awards are in part based on...
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Survey: 16 September - 11 October 2019
SRP EUROPE 2020AWARDS METHODOLOGY
MANUFACTURERS: DISTRIBUTORS/ PRIVATE BANKS:
SERVICE PROVIDERS: OTHER AWARDS:
Best House, Europe Best Distributor, Europe
Best Index Provider Best Educational Initiative
Best House, MEA Best Distributor, France
Best Issuance Platform Best Structured Product Technological Solution
Best House, Equities Best Distributor, Benelux
Best Smart Beta Index Provider
Index of the Year
Best House, Interest Rate
Best Distributor, Germany & Austria
Best SP and Derivatives Exchange
Deal of the Year
Best House, Autocalls Best Distributor, Nordics
Best Trade Association Personality of the Year
Best House, ESG Best Distributor, Eastern Europe
Best Pricing and Risk Analytics Provider
Best House, Warrants Best Distributor, Italy Best Law Firm
Best Institutional House
Best Distributor, Switzerland
Best Kids and Priips Provider
Best Distributor, UK & Ireland
Best Private Bank, Europe
Best Capital Protected Distributor, Europe
Best Yield Enhancement, Europe
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AWARDS METHODOLOGY
METHODOLOGYThe methodology outlines the criteria SRP uses to judge the activity of manufacturers, distributors and service providers in the market.
Please note that this methodology is for the EMEA Structured Products & Derivatives Awards 2020, with the results to be derived from the SRP proprietary database and the SRP EMEA Structured Products & Derivatives Awards survey, which runs from September 16 2019 until October 11 2019.
Categories:SRP’s (www.StructuredRetailProducts.com) EMEA awards acknowledge the best manufacturers, distributors and service providers in the following categories:
MANUFACTURERS: DISTRIBUTORS/ PRIVATE BANKS:
SERVICE PROVIDERS: OTHER AWARDS:
Best House, Europe Best Distributor, Europe
Best Index Provider Best Educational Initiative
Best House, MEA Best Distributor, France
Best Issuance Platform Best Structured Product Technological Solution
Best House, Equities Best Distributor, Benelux
Best Smart Beta Index Provider
Index of the Year
Best House, Interest Rate
Best Distributor, Germany & Austria
Best SP and Derivatives Exchange
Deal of the Year
Best House, Autocalls Best Distributor, Nordics
Best Trade Association Personality of the Year
Best House, ESG Best Distributor, Eastern Europe
Best Pricing and Risk Analytics Provider
Best House, Warrants Best Distributor, Italy Best Law Firm
Best Institutional House
Best Distributor, Switzerland
Best Kids and Priips Provider
Best Distributor, UK & Ireland
Best Private Bank, Europe
Best Capital Protected Distributor, Europe
Best Yield Enhancement, Europe
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RULES• SRP will conduct a comprehensive survey of the market between September 16 2019 and October 11 2019.
• Respondents will vote for various awards under the manufacturer, service providers and others categories. SRP will verify the results independently.
Winners are also determined using the following methodology for certain categories:
• Manufacturer, distributor and private banking awards are in part based on SRP’s proprietary database and product data submissions by the contenders covering the period between September 1 2018 and August 31 2019.
• Private bank, service provider and other awards will involve a written 400-word submission. Winners will be determined by a panel of independent judges.
AWARDS METHODOLOGY
“ SRP does the market and players a great service with this event. We gain greatly from the sessions and the networking opportunities” BANCO CARREGOSA
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“ SRP conference is the benchmark in the SRP industry
when it comes to bring the industry leaders together to
sharpen the future prospective and progress of structured
products.” BOERSE STUTTGART
SRP Manufacturer Awards
AWARDS METHODOLOGY
MANUFACTURER AWARDSAll manufacturers with both 1) more than 10 striking products and 2) more than 10 maturing products, during the September 1 2018 and August 31 2019 period present in the SRP database will be in contention to win one of the manufacturer awards. The contenders with the top ratings will win the awards.
For the ‘Best House’ awards, ratings are calculated by taking each contender’s results with the following weightings:• annual sales as in SRP’s database in the year to the end of August 2019 with a 50% weighting; and• survey score with a 50% weighting. The survey score is based on the average rating across various criteria given to each contender by the survey respondents.
Submission of product dataContenders will be requested to supply all product data with full sales and performance per product for the year ending August 31, 2019.
SRP DATABASE SUBMISSION OF PRODUCT DATA
SURVEY OF THE MARKET
Best House, Europe √ √ √
Best House, MEA √ √ √
Best House, Equities √ √ √
Best House, Interest Rate
√ √ √
Best House, Autocall √ √ √
Best House, ESG √ √ √
Best House, Warrants √ √ √
Best Institutional House √ √ √
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All distributors with both 1) more than 10 striking products and 2) more than 10 maturing products, during the September 1 2018 to August 31 2019 period present in the SRP database will be in contention to win one of the distributor awards. The contenders with the top ratings will win the awards.
For the Best Distributor awards, ratings are calculated by taking each contender’s results with the following weightings:• annual sales as in SRP’s database in the year to the end of August 2019
with a 50% weighting; and• sales-weighted average performance as in SRP’s database for products maturing or expiring in the year ending August 31 2019 with a 50% weighting.
For the Performance awards, ratings are calculated by taking each contender’s results with the following weightings:• sales-weighted average performance as in SRP’s database for products maturing or expiring in the year ending August 31 2019 with a 100% weighting.
Submission of product dataContenders will be requested to supply all product data with full sales and performance per product for the year ending August 31, 2019.
EditorialAll contenders for the Best Private Bank and Best Broker-Dealer awards will also be requested to provide a 400-word submission detailing product innovation, understanding of client needs and aftersales service, as well as relevant product data.
The winner will be selected by an independent panel of judges convened and chaired by SRP, considering sales, performance and the editorial submission.
AWARDS METHODOLOGY
DISTRIBUTOR/PRIVATE BANK AWARDS
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CATEGORIES SRP DATABASE SUBMISSION OF PRODUCT DATA
EDITORIAL
Best Distributor, Europe √ √
Best Distributor, France √ √
Best Distributor, Benelux √ √
Best Distributor, Germany & Austria
√ √
Best Distributor, Nordics √ √
Best Distributor, Eastern Europe
√ √
Best Distributor, Italy √ √
Best Distributor, Switzerland √ √
Best Distributor, UK & Ireland
√ √
Best Private Bank, Europe √ √ √
Best Capital Protected Distributor, Europe
√ √
Best Yield Enhancement, Europe Distributor
√ √
SRP Distributor Awards
AWARDS METHODOLOGY
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CATEGORIES SURVEY OF MARKET
EDITORIAL KEY CRITERIA
Best Index Provider √ √ Innovation, price competitiveness, understanding of client needs
Best Issuance Platform
√ √ Technology innovation, post-trade service, breath of coverage, user interface
Best Smart Beta Index Provider
√ √ Innovation, price competitiveness, customer satisfaction
Best SP and Derivatives Exchange
√ √ Technology innovation, infrastructure, trade execution, user interface
Best Trade Association
√ √ Education, defending the industry, communication
Best Pricing and Risk Analytics Provider
√ √ Technology innovation, infrastructure, trade execution, user interface
Best Law Firm √ √ Depth of knowledge, market responsiveness, explanation ofcomplex concepts
Best Kids and Priips Provider
√ √ Infrastructure, Execution, User interface
Survey of marketAll respondents to the SRP EMEA 2020 survey will vote for one contender in each category based on various criteria. The shortlists are determined by the total number of votes received by each contender.
EditorialEach shortlisted contender will need to provide a 400-word submission to be measured against the criteria. The winner will be selected by an independent panel of judges convened and chaired by SRP.
SRP Service Provider Awards
AWARDS METHODOLOGY
SERVICE PROVIDERS AWARDS
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SURVEY OF MARKET
EDITORIAL KEY CRITERIA
Best Educational Initiative
√ Comprehensiveness, clarity, accessibilityof educational material
Best Structured Product Technological Solution
√ Technological innovation, infrastructure,market impact
Index of the Year √ Product innovation, product performance, customer satisfaction
Deal of the Year √ Product size, product performance, customer satisfaction
Personality of the Year
√ Peer recognition, long-term industry initiatives, integrity
Survey of the market All respondents will vote for one candidate in the Personality of the Year category. The winner will be determined by the total number of votes received.
EditorialEach contender will be requested to write a 400-word submission for each of the other Other Awards to be measured against the criteria. The winner of each will be selected by an independent panel of judges convened and chaired by SRP.
SRP Other Awards
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Gabriela Petrova Team Lead, Europe Direct: +359 2 492 5228 E-mail: [email protected]
If you have any queries please contact:
AWARDS METHODOLOGY
OTHER AWARDS
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