WisdomTree and Halo Launch Structured Income SMA with $334B Market Projection
WisdomTree and Halo Investing have launched the Halo-WisdomTree Structured Income Strategy, a defined outcome SMA that combines quarterly-calibrated model portfolios with income-focused structured notes offering yield enhancement and principal protection. The SMA invests across U.S. and global markets and taps a market projected to reach $334 billion AUM by 2030.
1. Product Launch and Partnership
WisdomTree and Halo Investing have partnered to introduce the Halo-WisdomTree Structured Income Strategy, a defined outcome separately managed account. The collaboration leverages WisdomTree’s asset allocation expertise and Halo’s structured note capabilities to create an SMA-based alternative to institutionally managed ETFs.
2. Strategy Mechanics
The SMA is calibrated quarterly using WisdomTree’s model portfolio alongside Halo’s income-focused structured notes. This design aims to deliver built-in yield enhancement and principal protection by blending debt and equity instruments tailored to growth, income and risk management objectives.
3. Market Growth Potential
The strategy provides exposure across U.S., international and emerging markets, addressing advisor demand for consistent income solutions. Defined outcome products are forecast to expand significantly, with industry AUM projected to grow fivefold to $334 billion by 2030, highlighting robust growth prospects.