Leonteq AG
/ Key word(s): Product Launch
PRESS RELEASE | LEONTEQ LAUNCHES ETP+ ON THE MARKET BEST IDEAS PORTFOLIO INDEX NTR Zurich, 24 April 2023 Leonteq today announced the launch of an exchange traded product (ETP) on The Market Best Ideas Portfolio Index NTR. Leonteq and The Market Media AG are further expanding their collaboration and launching an ETP+ on The Market Best Ideas Portfolio Index NTR. The ETP+ is listed on SIX Swiss Exchange AG and is available to institutional and retail investors in Switzerland. The Index comprises 20 to 40 stocks with favourable growth potential including 70% high-quality stocks and 30% stocks with higher risk levels. The selection of positions is based on fundamental analysis and a quantitative screening of three quality criteria, such as stable returns on capital and margins, sustainable development of dividends and sound balance sheet. Alongside the quantitative analysis, the selection is also based on a qualitative screening process which focuses both on the quality of the management and the board, and the company’s market position. Some of the companies with higher risk levels do not meet all the quality criteria, but the experts at The Market firmly believe in improvements, especially if a new management has taken over and they are in a transitional phase. The 70% high-quality stocks are represented by Swiss companies, while the remaining 30% integrates international companies to allow the inclusion of some sectors, such as technology and commodities which are typically underrepresented in Switzerland. Alessandro Ricci, Head Investment Solutions of Leonteq, states: “We are pleased to announce the expansion of our cooperation with The Market, a leading Swiss financial content platform. This new ETP+ will allow investors to gain exposure to high-quality stocks and long-term investment themes, further enhancing Leonteq’s leading position in the Swiss ETP market as innovative investment solutions provider.” Leonteq is the first issuer of SIX Swiss Exchange listed ETP products which is licensed as a securities firm by FINMA. Furthermore, the company has an investment grade rating assigned by Fitch Ratings Ltd., an ESG-Rating of “A” assigned by MSCI, a strong capital base totalling around CHF 930 million at end 2022, and a proven track record spanning more than 15 years. Thus, Leonteq differentiates itself from existing ETP issuers which tend to be special purpose vehicles without a proven track record, rating or regulatory supervision and only with minimum paid-in capital. ETP+ products provide investors with enhanced safety, by using a custodian and collateral agent – both based in Switzerland - and providing daily independent checks, which contribute to mitigate the issuer risk. Collateral is held at SIX SIS AG, and SIX Repo AG, as collateral agent, monitors the collateral on a daily basis. Mark Dittli, Founding Partner and Editor in Chief of The Market, comments: "We are delighted to launch the first ETP+ with Leonteq, with whom we are further expanding our collaboration. The index grants access to the most promising investment themes, thanks to an accurate selection of the stocks included. We deeply trust the knowledge of our team of prominent financial journalists, and we firmly believe this product could offer attractive investment perspectives." The Market is a joint venture between the founding shareholders and the NZZ Media Group. The founders are distinguished financial journalists and well recognised experts on investment topics, financial markets and wider economic matters. It is a digital, paid for, financial content platform which publishes high-quality analysis, in-depth research, thought-provoking opinion pieces and breaking news. Learn more about the ETP+ linked to The Market Best Ideas Portfolio Index NTR.
End of Media Release |
1614283 24.04.2023 CET/CEST
The information presented here has been provided by our content partner EQS-Group. The originator of the news is the respective issuer, the company relating to the news, a publication service provider (press or information agency) which uses the distribution service of EQS to transmit company news to shareholders, investors, investors or interested parties. The original publications and other company-relevant information can be found at eqs-news.com.
The information you can access does not constitute investment advice. The presentation of our cooperation partners, where the implementation of investment decisions would be possible depending on the individual risk profile, is solely at the discretion of the person using the service. We only present companies of which we are convinced that the range of services and customer service will satisfy discerning investors.
If you are considering leverage products, familiarise yourself with the typical characteristics of the financial instruments beforehand. Take the time to determine the risk content of the planned investment before making an investment decision. Bear in mind that a total loss cannot be ruled out with leverage products.
For newcomers to the subject, we offer various options in both the training and the tools section, through which you can train theoretical knowledge and practical experience and thus improve your skills. The offer ranges from participation in webinars to personal mentoring. The range is continuously being expanded.
1 Lab features are usually functionalities that emerge from the think tank of the investor community. In the early stages, these are experimental functionalities whose development process is largely determined by use and the resulting feedback from the community. When integrating external services or functionalities, the functionality can only be guaranteed to the extent that the individual process elements, such as interfaces, interact with each other.