WisdomTree and Halo Investing Launch Defined Outcome SMA Strategy
Event summary
- WisdomTree and Halo Investing launched the Halo-WisdomTree Structured Income Strategy, a defined outcome SMA strategy designed to deliver income, enhance risk-adjusted returns, and provide buffered downside protection.
- The strategy leverages WisdomTree’s asset allocation expertise and Halo’s structured note capabilities, calibrated quarterly using WisdomTree’s model portfolio and Halo’s income-focused structured notes.
- The strategy is managed by Dennis Monohan of Halo Investing, with strategic allocation guidance from Joe Tenaglia of WisdomTree.
- WisdomTree has approximately $156.5 billion in assets under management globally, inclusive of assets managed by Ceres Partners.
The big picture
WisdomTree’s collaboration with Halo Investing underscores the asset manager’s strategic shift toward diversifying its revenue streams and deepening advisor engagement. The launch of the defined outcome SMA strategy aligns with broader industry trends toward holistic portfolio construction and risk-managed solutions, particularly as advisors seek tools that balance equity market participation with defined risk parameters. This move positions WisdomTree to capitalize on the growing demand for innovative advisor solutions, potentially driving sustained organic growth across market environments.
What we're watching
- Product Adoption
- How quickly financial advisors embrace the Halo-WisdomTree Structured Income Strategy, given the growing demand for defined outcome and risk-managed solutions.
- AUM Growth
- Whether WisdomTree can sustain its AUM growth trajectory through continued product innovation and diversification beyond traditional ETFs.
- Market Expansion
- The pace at which WisdomTree expands its presence in the SMA marketplace through collaborations with technology providers like Halo Investing and Quorus Inc.
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