Analysis
09 Jul 2025
Custom indices: dynamic strategies head-to-head
In this article we compare the characteristics and performance of two similar underlying strategies sold in the US market via structured products.
Market
10 Oct 2023
Buyside view (Part 2): passive investments with dynamic allocation
The Connecticut-headquartered advisor has launched a third-party investment platform to provide with access to the same strategies that the RIA uses with its own clients.
Market
09 Oct 2023
Buyside view: from brokerage to advisory – shifting the focus
US advisory firm NewEdge is implementing a new approach to investing in structured notes and creating managed investment strategies using these products.