Halo Investing and Ironlight Group Inc. Announce Strategic Collaboration to Tokenize and List Structured Notes on the Blockchain
Making Halo one of the first platforms in the U.S. to tokenize and list Structured Notes on a public blockchain.
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
As AI disruption reshapes markets, investors are rotating toward asset-heavy, “undisruptable” companies known as HALO stocks.
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.
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.