Evolving Model Portfolios through Structured Note Strategies

The 60/40 portfolio returned −16.1% in 2022. Bonds and equities now correlate at 0.6, and equity valuations remain above historical medians — conventional model construction is struggling to address what clients actually need, all at once.

A walkthrough of how NewEdge’s Structured Note SMAs, SNAP and SNIP, give advisors a way to offer equity-like returns, meaningful downside protection and income inside a transparent SMA structure available on SMArtX and Envestnet UMA.

The session works through three of the most common client challenges:

• The risk-averse investor sitting in cash, missing equity upside
• The pre-retiree or retiree facing a widening income gap from low bond yields
• The growth-focused investor resisting rebalancing in a bull market

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