EXPANDING YOUR PORTFOLIO beyond traditional stocks and bonds
For our clients, we provide access to alternative investment solutions that seek to enhance return, reduce risk or both. Carlyle, Apollo, JP Morgan, Morgan Stanley, Nomura, ICapital are just some of the partners we use to access alternative investments.
Structured notes MAY bring clarity to an uncertain market environment
STRUCTURED NOTES
Structured Notes are a hybrid financial security that combine a debt obligation with a package of options to provide a potential targeted outcome. Typically, they help bring more clarity to a potential return outcome than stocks. They do this while offering some potential downside protection and sometimes levered upside.
Issued with a fixed maturity and returns linked to the performance of an underlying reference asset, there are four main parameters That are customized to build each security:
YIELD OR COUPON
LENGTH OF
MATURITY
UNDERLYING REFERENCE
ASSET
% PROTECTION
BARRIER
Annual structured note isSuance
Use of Structured Notes in portfolios is becoming increasingly popular among investors
