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Past Hosted by: Halo Investing

CE Credit: Rethinking Modern Asset Allocation with Structured Notes

Modernize your portfolio construction with Structured Notes.

OCTOBER 1, 2025

WEBINAR

Registration closed

As markets shift and client expectations rise, traditional portfolio construction is no longer enough. This session explores how structured notes are being integrated into asset allocation frameworks to manage risk, enhance return potential and improve diversification, using data-driven, quantitative approaches.

Key takeaways from this session:

  • How structured notes can reshape the risk-reward profile of client portfolios
  • Quantifying the value: analytics showing the impact on return, volatility and drawdown
  • When and how to use structured notes in bullish, neutral or bearish outlooks
  • How to explain and visualise structured notes to clients using Aura
  • Accessing structured notes through Halo’s marketplace, SMAs and off-the-shelf solutions

This session is approved for 1 CE credit hour for CFP, IWI and CPE designations.

Watch the replay

Video

CE Credit: Rethinking Modern Asset Allocation with Structured Notes

Speakers

Dennis Monohan, CFA

Head of Investment Solutions, Halo Investing

David Townsend, CFA

Head of Thought Leadership & Product Marketing, Halo Investing

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