The US platform expands its structured notes lineup and adds Morningstar research to help financial advisers meet the savings and retirement goals of their clients.
Halo has announced the launch of a new structured note offering tied to the Morningstar Wide Moat Focus Index. The index focuses on US companies that Morningstar believes to possess sustainable competitive advantages or ‘economic moats’. The structured notes allow financial advisors to have equity exposure to the Morningstar Wide Moat Focus Index with the extra benefit of downside protection, which can help investors anchor their long-term portfolio strategies. Halo has also incor
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