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.
Tag: Structured Notes
Advisor Insights
Get Offers On Custom Structured Notes with Halo in Minutes, Not Days
Our blind auction process gathers bids and quotes from different issuers all in one place, while the competition among them arrives at a single best price.
Advisor Insights
Prospecting with New Clients? Differentiate Your Practice and Stand Out With Halo.
In just a few minutes, you can price a note built for either a risk-sensitive retired couple or an aggressive, yield-hungry younger client
Advisor Insights
2022 Structured Notes Year in Review Infographic
Structured Note upside potential, downside protection, and more are available in the 2022 year in review report.
Advisor Insights
Defined Outcome Asset Allocation & Investment Ideas with our Team of Subject Matter Experts
With Halo’s subject-matter experts by your side, you can get defined outcome asset allocation and investment ideas along with education before, during, and after the trade.
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
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
Structured Notes: What’s the Catch?
Technology has played a large role in helping the structured note market mature.
Advisor Insights
Structured Products in a Rising Rate Environment
Laddering structured notes can help offset the risk of rising market interest rates.
Advisor Insights
How Advisors Should View Today’s Structured Notes
Structured notes are commonly misunderstood and often mischaracterized. A structured note is simply a packaged investment, in many respects not unlike a professionally managed mutual fund.
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
Replacing Dividend Stocks with Income Structured Notes
What’s Ahead: Investors new to structured notes often say, “this looks too good to be true.” Since structured notes offer protection and upside participation, the question we often get is,…