New functionality is targeted at advisors seeking to evaluate structured notes, simulate risk and communicate impact.
Halo Investing has launched Aura, a portfolio contextualisation tool that provides advisors with data-driven simulations to demonstrate the impact of structured notes within a portfolio. Using capital market assumptions and a Monte Carlo simulation engine, Aura provides a statistical view of how structured notes impact key metrics like return, risk and yield in portfolios under a wide range of real-world market conditions. With the new functionality, advisors using the Halo platform will be a