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Understanding the Role of Auto-Callable Yield Notes within Portfolios

Topic

Investment Planning

Program ID

338355

Hours

1

Format

Self-Study / Recorded webinar

Complexity

Intermediate

Description

Experts will discuss the current alternatives market environment, define auto-callable yield notes and explore an increase in demand for auto-callable yield strategies within portfolios driven by a simplified access to enhanced yield potential, along with a potential degree of capital protection and best practices. Panelists will also touch on the potential opportunities and risks associated with implementing auto-callable yield notes strategies within portfolios, the possible tools and resources to help advisors understand, develop and implement auto-callable yield notes during portfolio construction and potential strategies to diversify portfolios.

Learning Objectives

By the end of the session, attendees will understand an overview of the current alternatives market environment, a variety of factors that contribute to an increase in demand for auto-callable yield strategies within portfolios, the potential pros and cons associated with implementing auto-callable yield notes strategies during portfolio construction, the possible tools and resources to help advisors develop, understand and implement auto-callable yield notes strategies during portfolio construction and potential strategies to diversify a portfolio.