Structured notes are investments issued by banks and are ultimately designed to give investors a level of downside protection. Traditionally used by institutional investors or in the private banking world with the ultra-wealthy, structured notes are now available to most investors. Technology has given access to many new investors making the market more efficient and transparent, with lower fees.
Designed for investors who seek greater control over their portfolios with defined outcome investing, structured notes can be a powerful portfolio tool because of the flexibility and customization options that can be tailored to client needs. Notes can be designed for growth or income with more attractive terms during times of heightened volatility.
This meeting will cover how to use structured notes within an asset allocation. For those investors seeking income, do not miss this discussion.