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7/23/2019 GEF - Thematic Baskets - EUR - May15_v1
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MAY 2015 FOR INSTITUTIONAL INVESTOR USE ONLY
RESEARCH
INVESTMENT & RISK MANAGEMENT SOLUTIONS
EXECUTION
PRIME SERVICES
FOR EUROPEAN DISTRIBUTION ONLY
Your partner in
Global Markets
FLEXIBILITY | TAILORED SERVICE | TRANSPARENCY THEMATIC BASKETS
C R O S S
A S S E T
STRENGTHS AND CAPABILITIES
FLEXIBLE SOLUTIONS
Dedicated Bloomberg tickers to directly access the
investment theme, historical data, performance and all
other Bloomberg Index functions (BDVD, COMP, HS,
MEMB, MOV...) updated in real time.
Track and trade thematic and macro views, mainly
through two main solutions that best suit client
needs:
● Custom Basket
• Packaged custom baskets through strategicallocations
● Bespoke Basket
• Ability to tailor-made baskets to meet client
investment objectives
MULTI CHANNEL EXPERTISE
Market Making capabilities
Major liquidity provider in the main market
exchanges*
Strong market expertise, identifying equity trends and
opportunities
Coverage
Diverse client base across a wide range of products
Emerging market reach
Market Access
Multiple source of liquidity – Internal and external
Large inventory
125+ Markets accessed globally*
Credit Risk
By entering into a Swap, DPS, or Note transaction
with Societe Generale the counterparty is exposed to
Societe Generale’s credit risk
Liquidity Risk
When trading on Swap, certain exceptional market
circumstances may have a negative impact on its
liquidity
Market Risk
Trading on Swap, DPS, or Note contains equivalent
risk to physical holdings
Transparent
Simple & transparent methodology
Real-time pricing & dedicatedhistorical performance & componentsin our dedicated Bloomberg page:
SGOD
Dedicated trading tools forpublication and management of thebasket
Simple
Generate alpha on a timely basis
From idea generation toimplementation in highlycustomisable baskets
Easy & efficient access tothematic baskets using algotrading strategies & risk pricing
Flexible
In-depth Research & Analytics both pre & post-trade
Strong market makingcapabilities thanks to a large
inventory
Quick implementation solutions
ACTIVE MANAGEMENT KEY RISKS
*Source : SG CIB Trading
7/23/2019 GEF - Thematic Baskets - EUR - May15_v1
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THEMATIC BASKETS FOR INSTITUTIONAL INVESTOR USE ONLY
FOR EUROPEAN DISTRIBUTION ONLY
THEMATIC BASKETS – SGOD <GO>
Real-time pricing
Historical performance & components
Risk analytics
GEF EUROPEAN TEAMSG CIB SERVICE TEAM PROVIDES 24 HOUR COVERAGE THROUGH ALL TIME-ZONES
London Paris Frankfurt
+44 20 7762 5052 +33 1 42 13 21 35 +49 69 717 [email protected] [email protected] [email protected]
Madrid Milan Global Advisory+34 91 589 50 18 +39 02 89 632 381 +33 1 42 13 58 41 [email protected] [email protected] [email protected]
IMPORTANT DISCLAIMERTHIS DOCUMENT IS FOR THE EXCLUSIVE USE OF INVESTORS ACTING FOR THEIR OWN ACCOUNT AND CATEGORISED EITHER AS “ELIGIBLE
COUNTERPARTIES” OR “PROFESSIONAL CLIENTS” WITHIN THE MEANING OF MARKETS IN FINANCIAL INSTRUMENTS DIRECTIVE 2004/39/CE.
This document is a marketing communication from the GEF Engineering and Strategy team in the Global Markets Division of Societe Generale. The contents of thisdocument are given for purely indicative purposes and have no contractual value.This document does not constitute an offer, or an invitation to make an offer, from Societe Generale to purchase or sell a product. The accuracy, completeness orrelevance of the information which has been drawn from external sources is not guaranteed although it is drawn from sources reasonably believed to be reliable.Subject to any applicable law, Societe Generale shall not assume any liability in this respect. The market information displayed in this document is based on data at agiven moment and may change from time to time.Notice to “US Persons”: If you are a “U.S. person” (as defined by the U.S. Commodity Futures Trading Commission), please visit http://swapdisclosure.sgcib.com forimportant information with respect to derivative products. By transacting with Societe Generale, you are deemed to acknowledge that you have read and acceptedthe information provided on the website.This document is issued in the U.K. by the London Branch of Societe Generale. Societe Generale is a French credit institution (bank) authorised by the Autorité deContrôle Prudentiel et de Résolution (the French Prudential Control and Resolution Authority) and the Prudential Regulation Authority and subject to limited
regulation by the Financial Conduct Authority and Prudential Regulation Authority. Details about the extent of our authorisation and regulation by the PrudentialRegulation Authority, and regulation by the Financial Conduct Authority are available from us on request.
Copyright: Societe Generale 2015. All rights reserved.
