Model Portfolios Are Under Pressure: How Structured Note SMAs Fill the Gap
The traditional 60/40 is showing its age. Discover how structured note SMAs can help advisors deliver defined outcomes across a range of client profiles.
The essential getting started guide. We cover how Notes can compliment a portfolio and unlike many ‘alternatives’, you don’t need to learn a bunch of new concepts (or math). This is a top Google search for good reason.
Join Halo Investing Co-Founder & President, Jason Barsema, to discuss the basics of Structured Notes, where they fit in a portfolio, and some examples to get you started.
Our latest articles for institutional advisors insights and thought leadership
Explore how technology and structured notes are evolving beyond traditional 60/40 portfolios to provide advisors with customizable, protective, and goal-driven investment strategies.
As private credit risks mount, advisors are trading opaque “black box” strategies for fully transparent, defined-outcome solutions that prioritize fiduciary clarity.
How modern technology platforms are helping advisors simplify structured notes, reduce operational friction, and deliver more customized client outcomes.
Private credit has had a good run, but it might be time to diversify away. A number of mounting concerns could favor structured products and managed-solutions instead.
Why flexibility may matter more than yield as advisors rethink private credit and traditional alternatives in a rapidly changing market environment.
Get back to the basics with these foundational Structured Note articles
Catapult Notes can be an interesting way to produce a compelling rate of return if called early. Otherwise, potential payoffs "catapult" to generous enhanced upside.
Catapult Notes can be an interesting way to produce a compelling rate of return if called early. Otherwise, potential payoffs "catapult" to generous enhanced upside.
Many investors are familiar with the concept of fixed-income laddering. The same practice can be applied to Structured Notes to help reduce a range of risks, including reinvestment risk, interest-rate risk, and issuer risk.
Catapult Notes can be an interesting way to produce a compelling rate of return if called early. Otherwise, potential payoffs “catapult” to generous enhanced upside.
Worst-of Structured Notes can increase return potential, but they come with some unique risks you should understand.
Structured Notes can be a powerful tool for managing client emotions while dialing in a personalized risk-reward profile. Cameron Dawson explains.