The Managed Solutions Group specializes in outcome-oriented investment strategies that provide tailored exposure to equity markets through separately managed accounts.1 The group’s capabilities draw from the collective experience of the team in the areas of structured notes, tax-efficient investing, quantitatively managed equity solutions and cross-asset derivatives.2
Meet the Team
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Seeks to provide investors with core all country equity market exposure, but in a more defensive way seeking lower volatility relative to the MSCI ACWI Net Total Return USD Index.
The strategy seeks to achieve lower volatility through a systematically diversified portfolio of structured investments.
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Seeks to provide investors with core European large cap equity market exposure, but in a more defensive way seeking lower volatility relative to the EURO STOXX 50 Net Return Daily Hedged USD index.
The strategy seeks to achieve lower volatility through a systematically diversified portfolio of structured investments.
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Seeks to provide investors with core international equity market exposure, but in a more defensive way seeking lower volatility relative to the MSCI EAFE Net Total Return USD index.
The strategy seeks to achieve lower volatility through a systematically diversified portfolio of structured investments.
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Seeks to provide investors with core U.S. large cap equity market exposure, but in a more defensive way seeking lower volatility relative to the S&P 500 index. The strategy seeks to achieve lower volatility through a systematically diversified portfolio of structured investments.
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Structured Investments may not be appropriate for all investors. Investors should carefully review the risks associated with these investments. They are not designed to be short-term trading instruments and involve risks that are not associated with investments in ordinary fixed or floating debt securities. In most instances, investors should be willing and able to hold a structured note to maturity, or risk selling the note at a discount or loss. Payments are subject to the credit risk of the issuer (and the guarantor, if applicable). In the event that the issuer of the structured note were to default, the investor could expect to lose 100% of their initial investment.