Customized Individual Structures Designed to Better Target A Client’s Objectives

Structured products are designed to deliver unique risk/return profiles, allowing advisors to customize investment solutions specifically for their clients. This includes offerings linked to:

• Broad-based indices
• ETFs

• Single stocks
• Interest rates
• FX

• Commodities
• Hybrid and others

iCapital partners with market-leading banks to provide the widest variety of calendar and custom structured products to advisors and their clients. In 2021, iCapital distributed over $9.3B in structured products to RIAs, wirehouses, banks, and independent broker-dealers.

Our Structured Products Offering

STRUCTURED NOTES

Structured notes, also called market-linked notes, seek to provide investors with a wide variety of protection features, while also providing enhanced yield and/or upside participation. The three most common categories of notes are yield, growth, and protection.

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MARKET-LINKED CDs

Like Issuer protected notes, market-linked CDs employ specific structures to generate upside performance and provide downside protection. Since these investments are bank-issued CDs, there is the added protection of FDIC insurance up to applicable investor limits.

BENEFITS

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Comprehensive Offering

Access to 15+ issuers and over 50 structures designed for yield, enhanced returns along with customized downside protection

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Flexibility

Able to build calendars and customize structures for wealth managers based on needs and market conditions

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Competitive Pricing

Comprehensive offering and relationships across the industry help us deliver competitive pricing

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Full Life Cycle Management

Proactive management of structures across the full life cycle, from idea generation through maturity

To learn more about iCapital defined outcome solutions:

REQUEST AN INTRODUCTORY CALL

Securities may be offered through iCapital Securities, LLC, a registered broker/dealer, member FINRA and SIPC, and subsidiary of iCapital and/or Axio Financial LLC, a registered broker/dealer, member FINRA and SIPC, and subsidiary of iCapital.

Issuers of Structured Products

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