One of the fundamental truths about investing is that there is no such thing as a free lunch. An investment that promises higher returns is going to come with higher risks of losing money. And often, ...

Structured notes, also known as structured investments, are on the rise as financial advisors aim to increase returns while also aiming to mitigate risk across their clients’ portfolios. Structured ...

As rated note feeder ("RNF") structures have become a well-established feature of subscription credit facilities, it is worth revisiting the specific enforceability- and bankruptcy-related issues they ...

As the traditional subscription facility market has matured, new liquidity and funding innovations have arisen. Enter the rated note feeder. This structural tool in the back pocket of GPs may ease the ...

Structured products, also called structured notes, are customized versions of existing investments. A recent example is this offering from Morgan Stanley MS. Sold in June 2022, the company’s ...

Luma Financial Technologies, a Cincinnati-based alternative investment platform, and SpiderRock Advisors, a Chicago-based provider of options strategies in the wealth market, have formed a new ...