In this segment of Beyond 60/40, we tackle a viewer question of the month: Structured products have seen significant growth in business volume. Is there another way to manage these structured products without so much time and effort involved?
Our expert guest, Steve Czick, iCapital's Managing Director, Structured Products, delves into an efficient solution—utilizing separately managed accounts (SMAs) for structured products. Steve explains how SMAs can help advisors maintain strategic exposure to structured products while outsourcing the operational burden of managing individual notes to free up valuable time for advisors to focus on tactical investments and other portfolio management activities.
Have a question about alternative investments? Email
[email protected] to be answered on an upcoming episode.