View our recent webinar featuring Keebeck Wealth Management and their Founder, Bruce Lee, talking with Jason Barsema, Co-Founder and President of Halo Investing. In this session, Bruce and Jason will show how technology can be used to simplify Structured Notes to preserve assets and meet financial objectives for clients.
Although lesser known in the U.S., structured notes are growing in popularity. Take the quiz and test your knowledge of this flexible investment that’s now available to more investors than ever!
Even with recent increased demand, many U.S. investors have limited experience using structured notes in client portfolios. With more education, added transparency and the right tools, more financial professionals can get comfortable using this flexible, risk-based investment.
Halo Investing and Riskalyze have partnered to expand structured note access for investors. Learn more about the benefits that the partnership could bring to you and how you can make the most of the Halo platform.
As we continue to see more demand for these products, market participants continue to seek the technology infrastructure that delivers the structuring, pricing and risk analytics needed to meaningfully engage in this market. In this article, experts from Numerix and Halo Investing weigh in.
In this multi-part series, we’ll dive under the hood of structured notes to help investors better understand this type of investment. For this post, we explore Uncapped Growth Notes with hard and soft principal protection.
Previously only available to wealthy investors, structured notes play an active role in portfolios by protecting against market volatility, while providing upside return potential. In this post, we’ll go into the details of the type of structured notes available to investors and how they can be used in portfolios.
With the help of Visual Capitalist, we created the below infographic to explain what a structured note is, describing two main types and how to implement them in a portfolio.
When a structured note is linked to a stock, or basket of stocks, an investor is effectively giving up dividend payments since the underlying security isn’t actually purchased.But are you really giving up a dividend?