Advisor Insights
There’s no shortage of macro risks that might prop up volatility in the months ahead. That’s why a portfolio that includes some protection from the possible downside ahead while offering…
Tag: Asset Allocation
Advisor Insights
An Asset Allocation Strategy for 2023 [Halo x Riskalyze Webinar Replay]
There’s no shortage of macro risks that might prop up volatility in the months ahead. That’s why a portfolio that includes some protection from the possible downside ahead while offering…
Advisor Insights
SVB & Beyond: Making Sense, and the Most of This Opportunity With Structured Notes [Webinar Replay]
There’s no shortage of macro risks that might prop up volatility in the months ahead. That’s why a portfolio that includes some protection from the possible downside ahead while offering…
Advisor Insights
Still Looking For a Low Volatility Strategy? Think Structured Notes
A more efficient way to keep equity-like potential with the convenience of built-in downside risk mitigation is through structured notes.
Advisor Insights
The goal of using structured notes is to build long-lasting portfolios that have the potential for durable risk-adjusted returns across a range of market conditions.
Advisor Insights
Layering Structured Notes For a More Effective Equity Hedge
Growth and income structured notes layered into a traditional asset allocation can be a solution to keep investors on track.
Advisor Insights
Structured Notes: A Twist on Asset Allocation and How Advisors Can Benefit
Structured notes can be easily understood by both the advisor and client, and maintain portfolio equity exposure, all while offering a level of downside protection with higher income yield.
Advisor Insights
Is There More Volatility Ahead After a Santa Claus Rally?
Investors and advisors might want to consider layering on some protective investments that can weather what could be more volatility ahead.
Advisor Insights
Want a More Resilient Portfolio? Use First-Principles Thinking
Investors that adopt first-principles investing may migrate toward an optimally diversified, simple, low-cost, liquid, and risk-conscious portfolio in the long term.
Structured Notes 101
The efficient frontier below shows how a structured note with downside protection and enhanced upside participation on an underlying asset may be able to help shift an asset class’s payoff…
Advisor Insights
How Structured Products Make a Good Alternative to Alts
While today’s zoo of possible alternative investments might look enticing, there are several problems with adding so much complexity. Our ecosystem and technology bring costs down and empower advisors to…
Structured Notes 101
Why Structured Notes Are a Vehicle and Not an Asset Class
What’s Ahead: There is a common misconception that structured notes are an asset class. Given the levels of abstraction unique to high finance, such confusion is entirely understandable. More specifically,…
Structured Notes 101
What’s the Right Protection Level? Hard and Soft Protection Explained
Two Basic Types of Protection As a reminder, both Soft and Hard Protection provide a level of downside investment protection against the underlying asset decline, the two are very different…