Stephen Czick, Head of Product Strategy & Issuer Relations, Axio Financial, Outcome Driven Strategies – Portfolio Manager and Tom Biddison, Managing Partner and Cornerstone Advisory; Outcome Driven Strategies – Portfolio Manager discuss defined outcome solutions and income opportunities.
Structured notes are debt obligations issued by large SEC registered global banks. As market-linked securities, structured products “link” a security to the performance of another index, ETF or stock, using puts and calls. Structured notes, subject to issuers credit risk, have the potential to solve for a variety of investor objectives.
Outcome Driven Strategies combine the expertise of both AXIO and Cornerstone Advisory. ODS aims to broaden the appeal of structured product solutions by providing investors with a fiduciary, systematic investment management of Callable Yield Notes, invested across multiple indices, credits, and time periods. This allows greater diversification, more competitive pricing, and increased performance within the clients’ investments. ODS enables firms to allocate across many investors and look at notes both within model portfolios and as a core allocation in a way they’ve been unable to do before.
Axio is a leading provider of technology, data, and distribution of structured products, with notional sales of $5.1 billion in 2020 and roughly $7 billion year to date in 2021. Axio creates customized Defined Outcome solutions tailored to the unique needs and challenges of today’s market.
To learn more on this topic, register & watch Axio’s presentation: Enhancing Yield and Delivering Protection: Structured Note SMAs. The presentation will include information on two strategies:
- Outcome Driven Income – Core: Targeting annualized return of 5-7% with buffered downside protection
- Outcome Driven Income – 6.5: Targeting an annualized return of 6.5% – 8.5% with significant downside protection