Structured Investments offer individual investors opportunities to help meet their financial objectives in ways that may be difficult to achieve effectively with traditional investments. Structured Investments can be used by both conservative and aggressive investors as alternatives to direct investments or to take advantage of market trends with structures tailored to an investor’s specific risk/return profile.
As strategic components of the asset allocation process, Structured Investments can be used to help clients achieve a wide range of investment objectives, by either potentially reducing the risk exposure of a portfolio or providing access to a variety of underlying assets, including stocks, bonds, interest rates, currencies and commodities.
Most Structured Investments address one or more distinct investment objectives
- Principal Protection investments offer potential growth opportunities while protecting part or all of the principal at maturity.
- Enhance Yield strategies seek to potentially generate a higher current yield than a direct investment in an underlying asset.
- Leveraged Performance investments provide investors the opportunity to capture enhanced returns relative to an underlying asset’s actual performance, with downside risk similar to the underlying asset.
- Access Investments provide exposure to a specific market sector, theme or investment discipline in which it is otherwise difficult to invest.
To learn more about Structured Investments and whether they may be appropriate for your financial objectives, please contact your Morgan Stanley Financial Advisor.
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