In an effort to supply new value-added options to its wholesale and personal banking shoppers, BBVA has determined to diversify its enterprise of structured merchandise for traders, which has been largely centered on the design and distribution of structured notes and on OTC (‘Over-the-counter’) exercise. On this method the financial institution creates its personal line of QIS enterprise centered on the design, manufacturing and distribution of revolutionary, clear and aggressive funding methods that take the type of the creation of its personal indices with the intention of offering differential worth.
BBVA shoppers can have entry to a big selection of quantitative methods that could be: thematic, with indices aimed toward capturing megatrends reminiscent of sustainability, technological breakthrough, useful resource shortage or shifts in financial energy, amongst others; systematic methods, with indices that search an enchancment in profitability by means of publicity to elements reminiscent of worth, progress or volatility; or bespoke methods developed to fulfill particular consumer wants.
To be able to benefit from these methods, shoppers will be capable to make investments straight within the indices or not directly by means of funding automobiles that embody them. All BBVA-created indices shall be built-in into the usual product providing, thus permitting shoppers to spend money on them by means of the format that pursuits them most, be it warrants, structured notes, ETFs, funding funds or by means of direct contracting derived from them.
The primary household of QIS indices focuses on sustainability
Sustainability is on the core of BBVA’s enterprise and, consistent with its dedication to guiding shoppers in a transition in the direction of a extra sustainable future, the financial institution has determined that this would be the theme of its first household of QIS indices made up of the next:
- The ‘Solactive BBVA ixESG World Leaders Index’ that has a holistic ESG strategy and applies an revolutionary and dynamic methodology by means of the choice of main ESG corporations.
- Two European local weather indices referenced by the ‘Paris Aligned Benchmark’ and ‘Local weather Transition Benchmark’, respectively, that search to seize transition alternatives.
- A social index that can benefit from progress and worth portfolios whereas contributing to the United Nations SDGs.
- A good company governance index, which helps progress resilience and extra inclusive societies to finish this thematic household of indices.
BBVA has already launched, ‘Solactive BBVA ixESG World Leaders Index’, the primary of the indices. Solactive is index supplier with which BBVA designs the ESG indices. Solactive can also be chargeable for publishing and managing them and can act as their administrator and proprietor. As well as, Sustainalytics, an environmental score firm extremely acknowledged within the business, would be the information supplier for the primary ESG index that BBVA launches in the marketplace. The opposite 4 indices that full the ESG household shall be out there quickly.
BBVA presents funding merchandise, reminiscent of derivatives or structured merchandise that assist its international shoppers to handle their portfolios, entry new markets and forms of property, whereas utterly or partially defending their capital. To be able to construct a strategic relationship with its shoppers, the financial institution proposes and constructions funding options tailor-made to fulfill their wants.