Understanding How a Structured Note With An Autocall Feature Works скачать в хорошем качестве

Understanding How a Structured Note With An Autocall Feature Works

An autocall feature on a Structured Note is a mechanism that results in the Note term ending prior to its original maturity date. The auto call feature is triggered when all underliers are trading above the initial level on an autocall observation day. After a Note is auto called, the investor will receive one hundred percent of their principal back plus any coupon payments due at that observation date. Auto call features can increase a Note’s return potential, but does create reinvestment risk. -------------------- Structured Notes can be a good investment if you understand how they work. At times, Structured Notes can have complex features and opaque fees. Halo helps explain risks and considerations investors should know to help make these investments more accessible. See Halo’s Structured Notes 101 for the basics, including what are Structured Notes, where Structured Notes fit in a portfolio, and getting started with Structured Notes: https://haloinvesting.com/resources/s... This infographic is another good Structured Note primer: https://journal.haloinvesting.com/str... To go deeper on how Structured Notes work, this guide can be a good Structured Note primer on how they’re made. It also explains different types of Structured Notes and what market environments they could be appropriate for: https://journal.haloinvesting.com/typ... For more on protective investing, check out the Halo Journal: https://journal.haloinvesting.com/ To get started with Halo and Structured Notes visit https://haloinvesting.com/. Content and any tools discussed are provided for educational and information purposes only. Halo Investing makes no investment recommendations and does not provide financial, tax, or legal advice. Any structured product or financial security discussed is for illustrative purposes only and are not intended to portray a recommendation to buy or sell a particular product or service. US181/1.1/2401