TITLE

Structured Notes: The Swiss Army Knife of Portfolio Construction

AUTHOR(S)
Cordaro, Christopher J.
PUB. DATE
June 2008
SOURCE
Journal of Financial Planning;Jun2008 Trends in Investing, Vol. 21, p20
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
This article focuses on the use of structured notes in portfolio management. Structured notes make a payment at maturity and are similar to corporate bonds. The article explains that they can be income tax efficient and come in $1,000 denominations. They are best utilized with asset classes with difficult implementation issues. Topics include the history of structured notes since their inception in the 1980s, how they may hedge exposures, and how they may get exposure to real estate, and how they are operationally efficient.
ACCESSION #
32561307

 

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