Brady Beals, Director, Investment Solutions, Luma Financial Technologies, and Alex Weil, Director of RIA Sales, Luma Financial Technologies, will discuss how to enhance portfolios and navigate uncertain market conditions using structured notes.
Luma was founded over ten years ago as a platform created to help advisors understand and sell structured products. Structured products are asset-linked notes that typically include derivatives.
Typically tied to an index or basket of securities, structured products are designed to achieve custom risk-return objectives. These products may take an investment-grade bond, or a different traditional security, and replace the usual payment with a non-traditional payoff, which is linked to the performance of an underlying asset, rather than the cash flow of the issuer.
Because structured notes and derivative securities are so complex, they’re typically left out of traditional retail and institutional investment portfolios. Luma Financial Technologies’ platform simplifies the investment process and allows investors to reap the benefits of using structured notes as a complement to more traditional investment vehicles.
To learn more, register and watch: Portfolio Enhancement Using Structured Notes
Luma Financial Technologies is a financial technology platform that provides leading structured products and annuities. Using Luma, financial advisors can learn about, buy, create, and track these products. Luma has earned global recognition as the most trusted platform for financial professionals to easily manage transactions. Luma allows advisors to customize the platform to their firm’s requirements, use built-in compliance checks to protect against risk, and track performance in one place.
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