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Defined Outcome SMA Strategy Launched With Halo Investing

Defined Outcome SMA Strategy Launched With Halo Investing

WisdomTree and Halo Investing announced the launch of the Halo-WisdomTree Structured Income Strategy, a defined outcome separately managed account strategy designed to deliver income, enhance risk-adjusted returns, and provide buffered downside protection for investors.

The strategy combines WisdomTree’s asset allocation expertise and model portfolio framework with Halo’s structured note capabilities. It is calibrated quarterly using WisdomTree Asset Management’s model portfolio alongside Halo’s income-focused structured notes. The resulting portfolio is designed to mirror an institutionally managed ETF-based model portfolio while incorporating yield-enhancement and principal-protection features.

The launch…

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