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Past Hosted by: Wealth Solutions Report

Rethinking Modern Asset Allocation with Structured Notes

Explore how structured notes are being integrated into modern asset allocation frameworks during the live webinar hosted by Wealth Solutions Report.

JULY 16, 2026

WEBINAR

Registration closed

Traditional portfolio construction is being tested by shifting markets, persistent uncertainty and growing client expectations. Structured notes can offer advisors another way to manage risk, enhance return potential and improve diversification across a range of market environments.

The discussion explored how structured notes are being incorporated into modern asset allocation frameworks, including how they can reshape portfolio risk-reward profiles, how analytics can help quantify potential impacts on return, volatility and drawdown, and how advisors can evaluate strategies across bullish, neutral and bearish market outlooks.

Watch the replay

Video

Rethinking Modern Asset Allocation with Structured Notes

Speakers

Dennis Monohan

Head of Investment Solutions, Halo Investing

Julius Buchanan

Editor in Chief, Wealth Solutions Report

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