Automating structured product portfolio management – SG Markets Life Cycle
In a rapidly evolving digital world, investors demand timely and accurate information, with user-friendly tools to effectively manage their investments. To cater for these needs, Societe Generale has added a new service to its digital platform: SG Markets Life Cycle. This tool allows clients to monitor and manage structured products, with an automated and data-fuelled investor experience.
SG Markets Life Cycle provides a customized and automated dashboard for institutional clients – primarily distributors of Societe Generale’s equity structured products – that allows them to monitor the barriers and lifecycle events of their products. It also enables them to have better and more comprehensive digital after sales service throughout the entire investment period.
Real-time intelligence with automation of information
Embedded in SG Markets’ digital platform, this new automated service offers clients a synthetic view of their portfolios, including all product characteristics and documentation – thus enhancing transparency on structure and payoff features. It also helps clients stay informed on imminent barrier events and provides updates on major lifecycle events such as autocall events, coupon payments, redemptions or corporate actions.
With SG Markets Life Cycle, clients can also access information on existing product valuation and performance. “One major advantage of the SG Markets Life Cycle platform is the enhanced accessibility of the data which has made our analytic works of those data much easier. The monitoring of live trades on the platform also gives us useful insights into potential future events for our better preparation”, agrees Charmian Lye, Senior Product Manager, Group wealth Management, at Maybank.
The intelligence of the platform also means that multiple streams of information are automated. And that includes a 24 hour follow-the-sun support through a dedicated and local E-service team.
Maximizing opportunities through a centralized platform
With all the key information across equity structured products consolidated under one interface, including Societe Generale’s efficient post trade services, clients can rationalize their work and maximize all opportunities.
Innovation is a building block of Societe Generale’s DNA. As the bank strives to continuously enhance its offer with innovative solutions that meet clients’ needs, SG Markets Life Cycle is strong addon to the range of innovative digital tools.