Educational Resources
Informational Documents
Common Terms with Structured Notes
Read through the various common terms and definitions affiliated with structured notes
A comprehensive solution for advisors and firms to enhance SMA management, streamline operations, and efficiently utilize structured products.
Comparing Investment Processes
Hypothetical Scenarios of Structured Notes
Understand some different outcome possibilities when investing in structured notes.
Learn about three key features that will contribute to a fundamental understanding of structured notes.
Structured Notes 101 Sheet
CaseStudies/White Papers
Optimizing Structured Note Investments White Paper
This White Paper outlines a structured note investment strategy emphasizing a 6-9 month deployment period. This staggered approach mitigates market timing risks, optimizes pricing, and enhances diversification while maintaining liquidity
Video Series
Credit / Issuer Default Risk
In this video, you’ll learn how structured notes function as hybrid investments that combine bonds with derivatives and where they sit within the capital structure. You’ll also learn why the primary risk lies in the creditworthiness of the issuing institution and how issuer default can impact the investment. Finally, the video covers key risk management strategies, including diversifying across multiple issuers and continuously monitoring their credit quality over time.
Our new Ancorato video series offers a high-level overview of how income notes are structured and how they may be used within a diversified investment strategy. Designed to educate both investors and financial professionals, the series helps simplify key concepts around these types of structured investments.