Global Stock News

WisdomTree and Halo Investing Collaborate to Launch First-of-its-Kind Defined Outcome SMA Strategy, Expanding Access to Innovative Advisor Solutions

WisdomTree and Halo Investing Collaborate to Launch First-of-its-Kind Defined Outcome SMA Strategy, Expanding Access to Innovative Advisor Solutions

NEW YORK & CHICAGO–(BUSINESS WIRE)–WisdomTree, Inc. (NYSE: WT), a global financial innovator, and Halo Investing, Inc. (“Halo”) today jointly announced the official launch of the Halo-WisdomTree Structured Income Strategy, a first-of-its-kind defined outcome separately managed account (SMA) strategy designed to deliver income, enhance risk-adjusted returns, and provide buffered downside protection.

The launch reflects WisdomTree’s continued expansion of its solutions platform beyond traditional ETFs, building scalable model portfolio and SMA strategy capabilities to offer differentiated tools for financial advisors across market cycles.

Defined outcome strategies represent one of the fastest-growing segments of the wealth…

Source link

Share this article

Scroll to Top