Structured Notes are a unique investment that aren't well known. The investment's performance track popular equity indexes, like the S&P 500 or Nasdaq 100. A predeteremined return profile allows the structured note to offer prinicipal protection without limiting gains. Some notes can even perform better than the underlying index. If the past month's market volatiliy has made you feel uncomfortable and you are a long term investor, then structured notes might be an appropriate invesment vehicle.
Structured notes have a variety of objectives, some focus on providing long term growth while others generate quarterly income. The notes can offer principal protection and it ranges from full FDIC insured to a partial under specific circumstances. Every note has its own terms and conditions.
Structured Notes can offer the protection you want on a long term investment without limiting returns. This unique ability combined with its obscurity make it a fantastic topic for Triathlon Partners to discuss. The latest episode of Triathlon TV explains the definition of a structured note, compares its performance to the underlying index and discusses other considerations before investing.
Additional resources
Triathlon University: Structured Notes 201
Location, Location, Location: Where are your equities located?
JULY 2024 Structured Note Offering
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