Portfolio analysis and construction for Structured Notes. Simplified.
Aura is the first simulation tool built specifically to model the role of Structured Notes in portfolio construction. Integrated directly into the Halo platform, Aura helps advisors quantify Structured Note allocations, visualize their potential impact, and clearly communicate investment strategies to clients.
See the full portfolio picture
Traditional portfolio analytics tools often ignore Structured Notes. Aura bridges that gap by providing forward-looking analytics, hypothetical performance modeling, and intuitive visuals that support more informed portfolio decisions.
With Aura, advisors can:
Simulate Structured Notes alongside equities, bonds, and alternatives
Quickly see how a Note’s pricing or terms can impact potential outcomes
Visualize how allocations may affect return, volatility, and drawdown
Compare portfolios with and without Structured Notes
Communicate with confidence
Structured Notes can be complex. Aura helps advisors explain investment opportunities using visual data and clear storytelling.
Use Aura to:
- Generate advisor friendly visuals and reports
- Explain Structured Notes in context, not in isolation
- Build trust through transparency and clarity
- Visualize the potential impact on long-term outcomes
Customize and compare allocation strategies
Whether using a custom model or Halo’s Structured Note SMAs, Aura allows you to tailor simulations to fit your investment approach.
Key capabilities include:
- Flexible capital market assumptions capabilities
- Capital market assumptions baked into modeling
- Support for multiple note types: Income, Growth, Digital, PPN, Absolute
- Metrics like Sharpe ratio, drawdown, and return distribution
Save time. Simplify your workflow.
Aura is built directly into the Halo platform for seamless access—no spreadsheets, plugins, or outside tools required.
Advisors can:
- Run simulations in seconds
- Save scenarios and revisit them as market conditions evolve
- Use our on-platform onboarding to adopt quickly and effectively
Get started
with Aura
Aura is available to all Halo users and embedded directly within the platform.
Discover
The Asset Allocation Framework for Structured Notes
Discover how Structured Notes can elevate traditional portfolios with built-in protection, efficiency, and defined outcomes, all in one practical guide.
