Why Structured Notes for Yield
Relative to many popular high yield investments, Structured Notes may be able to produce similar but better risk-adjusted results.
Author: Denny O'Malley, CFA
How to Choose a Structured Noteโs Payoff
Structured Notes have many applications. Selecting a desired payoff is a core benefit to using structured notes.
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.
Risk Mitigation Without Diversification: How a Structured Note’s Downside Protection Decreases the Need for Diversification
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 classโs payoff profile to a higher return and lower risk profile
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