Barclays Capital offers derivatives and structured products linked to a diverse spectrum of actively managed underlying investments. These include mutual funds, hedge funds, funds of funds, private equity, discretionary portfolios and in-house strategies. Our expertise enables us to understand and work across markets, asset classes and management styles. This, combined with our experience in infrastructure solutions and our uncompromising client focus, has made us one of the leading fund-linked derivatives houses globally.
Our established and long-standing fund-linked derivatives team provides clients with:
- Fast decision-making
- Comprehensive fund infrastructure expertise
- Barriers to protect all client and fund manager information
- Independence from asset managers
- An integrated approach spanning all actively managed asset classes
- The strength of our superior infrastructure and IT systems
The team provide investors with access to actively managed funds and manager performance ("alpha") with a variety of possible enhancements. The use of downside protection or additional leverage allows us to tailor investments to match particular risk/reward profiles. Through the same techniques, we can also match investors' specific cash flow requirements, liability profiles and currency exposures.
Principal protection
Through multiple formats including notes, structured funds and OTC derivatives, we offer principal protection on portfolios of mutual funds, hedge funds or other actively managed investments. Our product range comprises a number of payoffs including CPPI, Prosper (open-ended CPPI), Option on CPPI and Standard and exotic options.
Financing solutions
We offer leveraged exposure to underlying funds or baskets of funds through a range of financing structures, including OTC derivatives and Liquidity financing.
Market access
We recognise that many investors are looking to access managed funds in different legal formats including derivatives and securities. We offer a wide range of solutions, experience and expertise on local market conditions, regulatory environment and client trends.
Our range of portable alpha solutions combined with our market leading presence across asset classes, enables us to provide investors with efficient tailored solutions for the separation and re-packaging of alpha and beta.
Umbrella Fund platforms
We provide access to four independent alternative investment platforms offering turn-key services to investors and managers for the setup of tailored funds of funds, dedicated single manager funds and managed accounts. A number of jurisdictions (Ireland, US, Cayman) can be explored to design cost-efficient solutions to specific accounting, regulatory and risk transparency requirements whilst benefiting from economies of scale.
As the most recent development in this area, the recently launched Al Safi platform enables investors to access a wealth of equity and commodity driven alternative investments within a stringent Shariah framework.
