Explore 2022’s Top Structured Investment (SI) Product Trends and Insights in Our Annual Report
Our latest Structured Investment Insights Report, a 2022 survey of 20,000+ offerings representing over $50 billion in SI volumes on the SIMON from iCapital’s platform, provides an extensive look at the top trends and major shifts that occurred in the marketplace.
In the report, readers will:
- Discover how growth-oriented solutions outpaced income-oriented options in a rising interest rate environment, and how principal protected strategies surged amidst uncertain equity and fixed income markets.
- Learn about highly sought-after types of protection during the period, the most used underliers, the performance of autocallable notes in a volatile environment, and more.
- See how the acquisition of SIMON by iCapital creates a powerful, full-service platform, complete with tools, education, and a comprehensive set of strategies to help drive access and efficiency for the asset and wealth management industries.
- Get an inside look at how SIMON from iCapital is expanding its product offering in response to growing demand for nontraditional products that may help clients meet their long-term financial goals.
Financial professionals with access to structured investments on SIMON from iCapital can view our 2022 Insight Report within the Learning Center. Need help getting access? Contact firstname.lastname@example.org.
Want to learn more about structured investments? Check out these additional resources:
- “Getting Started with Structured Investments” brochure.
- Our Market-Linked Notes video.
- “A Non-Traditional Approach to Generating Yield” insights article.
- Follow us on LinkedIn, Twitter, and Instagram for industry insights and market perspectives.
- Financial advisors click Connect with Us at the top right of the page to request a demo of the SIMON from iCapital platform. If you’re an investor, ask your financial advisor about us.
 Year ended Oct. 31, 2022.
FINANCIAL PROFESSIONAL USE ONLY
STRUCTURED INVESTMENTS ARE CONSIDERED COMPLEX PRODUCTS AND MAY NOT BE SUITABLE FOR ALL INVESTORS.
This material is provided for informational purposes only and is not intended as, and may not be relied on in any manner as legal, tax or investment advice, a recommendation, or as an offer to sell, a solicitation of an offer to purchase or a recommendation of any interest in any fund or security offered by Institutional Capital Network, Inc. or its affiliates (together “iCapital”). Past performance is not indicative of future results.
The material provides a general overview of the products described, and actual financial instruments may differ materially from those described. No person should consider investing in an instrument on the basis of these materials. Any investment decision should be made only after carefully reviewing the applicable prospectus. Please remember that instruments described in this material may involve a risk of loss. In providing information on hypothetical, generic structured investments, no recommendation is being made. Before investing in any product, an investor should review the prospectus or other offering documents, which contain important information, including the product’s investment objectives or goals, its strategies for achieving those goals, the principal risks of investing in the product, the product’s fees and expenses, and its past performance. Please note that there is no public secondary market for structured investments. Although the issuer may from time to time make a market in certain structured investments, the issuer does not have any obligation to do so and market making may be discontinued at any time. Accordingly, an investor must be prepared to hold such investments until maturity. Any or all payments are subject to the creditworthiness of the issuer.
The information contained herein is subject to change and is also incomplete. This industry information and its importance is an opinion only and should not be relied upon as the only important information available. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed, and iCapital assumes no liability for the information provided.
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Alternative investment products and services may be offered through iCapital Securities, LLC. Structured investment products and services may be offered through Axio Financial LLC and/or SIMON Markets LLC. iCapital Securities LLC, Axio Financial LLC, and SIMON Markets LLC are each a registered broker/dealer, member FINRA and SIPC, and an affiliate of Institutional Capital Network, Inc. (“iCapital”). Alaia Capital LLC, an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”), acts as a portfolio consultant to m+ funds and is an affiliate of iCapital. Outcome Driven Strategies, LLC and Cornerstone Advisory, each an investment adviser registered with the SEC, provide investment advisory services for the structured investment separately managed accounts described herein. Outcome Driven Strategies, LLC is jointly owned by Axio Advisors LLC and Cornerstone Advisory (not affiliated with iCapital).
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