Better structure, better outcomes?
Structured Notes represent the next big leap in portfolio personalization. Clients are demanding a better investment experience and structured investments can help.
Learn moreStart strengthening your client portfolios with Structured Notes
Structured Notes are no longer a tool limited to institutional and high-net-worth investors. Today, minimum investments can begin as low as $1,000.
Enhance your current process
Structured Notes can be an efficient way to help hedge market risks – that’s right, you can keep upside potential, but add explicit downside protection.
Learn moreBenefits of Structured Notes
-
01
Potential for equity-like returns, but with potentially lower investment variability and reduced drawdowns.
-
02
Risk mitigation beyond conventional diversification can result in less stress over market volatility and greater desire to stay invested.
-
03
Enhanced yield and improved upside potential (relative to similar assets) to better meet investment objectives.
Structured Notes have complex features and may not be suitable for all investors. They are sold only by prospectus and investors should read the prospectus and pricing supplement carefully before investing as they contain a detailed explanation of the risks, tax treatment, and other relevant information about the investment.
Grow your book with a high demand product
Stung by market swings and a poor investment experience, investors are increasingly demanding access to structured investments.
Structured Notes are now a large global market, with more than $3 trillion outstanding. Born in Europe in the mid-1970s, across Europe and Asia, and more recently the U.S., notes are a mature and growing market.
Structured Notes are now a large global market, with more than $3 trillion outstanding. Born in Europe in the mid-1970s, across Europe and Asia, and more recently the U.S., notes are a mature and growing market.
Socially Conscious
or ESG
Extremely high demand
8%
High demand
34%
Some demand
29%
Little demand
25%
No demand at all
3%
Structured
Notes
Extremely high demand
20%
High demand
50%
Some demand
24%
Little demand
6%
No demand at all
0%
Hedge
Funds
Extremely high demand
2%
High demand
8%
Some demand
36%
Little demand
40%
No demand at all
13%
Getting started
Halo offers several types of Structured Notes to add to your portfolio. Use the Halo Structured Notes marketplace to find, compare, and select the right Structured Note for your portfolio.
01
Request access
Calendar Structured Notes
Buy prepackaged, off-the-shelf Structured Notes. Find and purchase the Structured Note quickly, available for a lower minimum investment.
02
Request access
Custom Structured Notes
Completely customizable, add a Structured Note at a higher minimum investment from one or several clients.
03
Request access
Structured Note SMAs
Use a money manager to create a separately managed account composed of Structured Notes, focused on Income, Growth, or Total Return.
Build a defined
outcome portfolio
Discover how you can advance your investing with our other products.
Our latest thinking
The Halo Journal is the industry’s only resource dedicated to improving the investment experience with protective investments.
- Stocks Scaled August’s Wall of Worry. Can the Rally Survive September?
- Hedging and Monetization Strategies for Concentrated Equity Positions
- The Great AI Shakeout: What July’s Stock Market Volatility Means for Investors
- Understanding Catapult Structured Notes: How the First Observation Date Shapes the Payoff Path
- Two Ways Advisors Can Use Structured Notes: Layered Vs. Replacement Allocations
- The New Volatility Trade: What Market Rotation Means for Investors
- Understanding Structured Notes: Hard Protection (Buffer)
- Types of Structured Notes & How They’re Used in Portfolios
- The AI Revolution Steamrolls Ahead: Stocks Hit Records, Oil Falls, Eyes on Inflation
- How Advisors Can Match Portfolio Challenges to the Right Structured Note Features
