Structured notes are innovative investment products that allow for exposure to a particular asset class while mitigating much of the downside risk associated with that exposure. Custom Structured Notes increase the probability of hitting targeted returns. We structurally manage portfolios to share in the gains of the S&P500, gold, emerging markets, or currencies, while customizing the liquidity to the needs of each client. Structures include:
- Market-Neutral Structures
Market volatility is difficult for even the most experienced money managers to navigate. But what if you can turn volatility into an asset class? IPS Strategic Capital is able to provide an investment solution that generates return when the underlying asset class moves in either direction. This strategy is ideal for investors requiring a positive annual return.
- Protective Structures
Structural Portfolio Management allows investment managers to participate in market gains while mitigating downside risk. A protected or buffered strategy is a good fit for the investor who fears the risk of being “in the market” but recognizes the lost opportunity of being “out of the market”.
- Leveraged Structures
IPS Strategic Capital recognizes that some investors are more interested in potential upside than downside protection. For those younger and more aggressive investors, leveraged strategies can provide over 100% participation in market gains while still limiting downside exposure.
By using only exchange traded products, we are able to ensure the liquidity and flexibility of our structured notes. A typical Wall Street structure has very rigid terms, long duration, and high fees with virtually no liquidity. By letting IPS build and manage your structure, you can enjoy the benefits of mark-to-market pricing, full transparency, and the liquidity of exchange traded products at a fraction of the cost.