As markets evolve and client needs become more complex, traditional portfolio construction methods are being reexamined.

Join Halo Investing’s Head of Thought Leadership, Dr. David Townsend, CFA, as he discusses how structured notes can be used within a strategic asset allocation framework to manage risk, enhance returns, and improve diversification. Learn how advisors and investment teams are applying quantitative approaches to incorporate structured products to complement traditional asset classes.

Learning Objectives:

• Understand how structured investments can be used for both strategic and tactical asset allocation purposes.
• An introduction to how skew and kurtosis impact a portfolio’s risk and return. This includes an introduction to where structured investments and defined outcome investments fit in an investor’s portfolio.
• Explore portfolios with and without structured investments to better understand how they work, and where they can and cannot benefit a portfolio.

Meet the speaker

Dr. David Townsend, CFA

Head of Product Marketing and Thought Leadership, Halo Investing