We help brokers, asset managers, private banks, and advisors design better risk-reward outcomes using derivatives — before execution. Personalized portfolio outcomes are already engineered with derivatives and structured products, but the decision process is still manual and trial-and-error. IVM provides a systematic, pre-trade framework that lets the buy side explore thousands of payoff variations, run full risk/return analytics, and produce compliance-ready investment rationales in minutes.
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Partnering with tier 1 investors
Precision Stock Curation, Simplified.
IVM provides financial professionals with AI-curated stock and index lists for thematic plays, allowing easy selection before optimization:
Precision Optimization, Simplified.
IVM’s optimizer transforms your curated stock and index lists from thematic plays into data-driven analytics, finding structured product iterations with higher upside while minimizing risk. Unlike traditional approaches that focus on high volatility stocks without considering risk, IVM’s AI ensures balanced, strategic investment decisions aligned with your comfort zone.
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Precision Insights, Simplified.
With IVM’s AI-driven dashboard, users benefit from the collective intelligence of countless iterations from features like stock curation and optimization. By learning from extensive user activity, IVM’s AI distills complex analyses into a simple, one-click thematic selection, allowing the users to effortlessly access optimized investment strategies literally in just 1 click.
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Enabling their financial professionals to systematically uncover structured product iterations with higher upside and lower downside
IVM’s AI powered capabilities (including thematic stock and index basket curation, back testing structured product payoffs while optimizing for risk of loss and maximizing potential upside).
This partnership reflects a shared vision: advisors and distributors are moving beyond chasing the highest coupons. They are selecting notes based on a clear understanding of risk versus reward — aligning structured solutions with real client objectives.
Adopting IVM’s intelligent pre-trade idea generation and risk analysis platform across both its sales and structuring teams and with the goal to benefit all Gold Grain Capital clients. The industry is moving beyond legacy workflows and toward AI-enabled, integrated platforms that enhance responsiveness, reduce time-to-market, and drive commercial performance.
Blue Polar and its clients recognize that personalized service and digitalization are key to delivering the best investment outcomes. With structured products at the core of their client portfolios, risk management and volatility protection [with IVM] are paramount—especially in the world of Actively Managed Certificates (AMCs)
“We trade mostly structured products on the broad indexes. Not stocks. An optimizer gives a number of diverse basket options with optimal coupons instead of manually just trying 1,2,3 baskets of index yourself. So you cannot use gut feel or some volatility screening to pick the optimal basket. You have to do the iteration work in an optimizer systematically. We already have access to a multi issuer pricer. But we like structured product distributors who can provide us access to optimization capabilities.”
IVM by helping translate macro research into actionable structured product ideas, curate and optimize underlying baskets, and evaluate structures through a consistent risk-return framework.
IVM incorporates robust support for compliance at the pre-trade phase — embedding audit-ready analytics directly alongside idea generation rather than as an afterthought.
Behind every “15%+ with protection” sit thousands of combinations of baskets, barriers, tenors, and payoffs. Done properly, that mapping takes ~300 hours. IVM changes that
Growing demand from U.S. advisors and wealth networks for structured product solutions that optimize both risk and reward across stocks and index baskets.
Eric Glicksman
President
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Justin Sangster
Commercial director
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Nadia Kozyreva
Chief operating officer
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Nadia Gouné
Non-exec advisor, Structured product structuring
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Nabil Aboulzelof
Non-exec advisor, Structured products trading
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Mathieu Durocher
Non-exec advisor, Structured products Sales, Software Sales
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Amine Berraoui
Non-exec advisor B2B & Fintech
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