Beyond 60/40 Video: Episode 26
Global Alternative Investing
Beyond 60/40 Video: Episode 26
10+ Years of Actively Managing Structured Note Portfolios
Choosing and managing individual structured investment securities can present challenges, particularly across multiple client accounts. Outcome Driven Strategies (“ODS”), offered in partnership with Cornerstone Advisory, provide the benefits of structured investments through professionally managed separate accounts, relieving advisors of the operational and investment burdens that may come with individual Structured Investment purchases.
Why Consider a Separately Managed Account Structure?
Enhanced Yield
- Enhanced Yield in a Low-Yield Environment
- Coupons can be paid in bullish, neutral, or moderately bearish markets
- Net returns above comparable investment grade investments
Operational Efficiency
- Maturities
- Coupon reinvestment
- Protection monitoring
- Event projections
- All managed by ODS rather than the advisor
Better Execution
- Better product terms negotiated with pooled capital compared to individual investment
- Drive competition within issuer network to improve terms and lower structuring cost
- No additional wholesaling fees
Risk Diversification
- Multiple investment banks utilized in each strategy
- Laddered approach to diversify risk
- Optimized maturities based on each bank’s unique funding grid
Managed by Structured Investment Industry Leaders
Choosing and managing individual structured investment securities can present challenges, particularly across multiple client accounts. Outcome Driven Strategies separately managed accounts leverage the expertise of two industry leaders, iCapital and Cornerstone Advisory, to provide best-in-class structured investment management services for financial advisors. Both companies have been at the forefront of structured notes investing and portfolio allocation for over 10 years.
A major distributor of structured investments to RIAs, wirehouses, banks, and independent broker-dealers.
Cornerstone Advisory provides clients with retirement planning and portfolio management.
To Learn More About iCapital’s Separately Managed Accounts
Powering the Global Alternatives Marketplace
The world’s premier asset management firms, banks and wirehouses accelerate their alternative distribution efforts with iCapital’s digital technology.
Powering Financial Advisors’ Access to Alternatives
Many of the industry’s top fund managers rely on iCapital’s distribution to scale their fundraising on our Flagship Platform.
Powering Wealth Management’s Growth
Leveraging iCapital’s technology platform helps top wealth managers deliver high-quality alternatives investment opportunities to their clients with efficiency and ease.
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Beyond 60/40
SEPTEMBER 2024
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You have to choose between several indexes and crediting terms lengths, and from an increasing number of products that offer the option of paying a fee for a higher participation…
