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Why Nervous Investors May Want to Give Structured Notes a Try

Investors seeking to calm their portfolios should volatility spike again have a number of accessible choices, said Joseph Halpern, CEO of Exceed Investments.

Investors seeking to calm their portfolios should volatility spike again have a number of accessible choices, said Joseph Halpern, CEO of Exceed Investments. Halpern said structured notes are the most defined and straightforward to soothe a troubled investor's mind, as they are obligations of the issuing bank to deliver some predefined return. He said hedge funds also provide substantial options expertise and outperformance opportunity, yet often at the expense of high fees, illiquidity, and non-transparency. Halpern said another choice is separately managed accounts which provide a more tailored fund-like experience for larger investors.

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