Introducing the Structured Outcome Series

Our Structured Outcome Series was designed to provide a level of predictability to your portfolio. The ETF series tracks the SPDR S&P 500 ETF Trust with pre-determined downside buffers and upside caps based on time and risk tolerance.

Structure Your Outcomes by Risk Tolerance
There are three strategies in the Structured Outcome Series based on investors’ risk tolerance: Conservative, Moderate and Flex.

The Conservative strategy is for investors most concerned with wealth preservation. These investors would be willing to give up some upside potential in return for a high degree of risk mitigation.

The Moderate strategy is for investors who are less risk-averse than conservative investors but still have an elevated level of market weariness. These ETFs provide more opportunity for upside market participation than the conservative series but less risk mitigation.

The Flex strategy is the most aggressive of the three. It’s built for investors with a fair amount of market optimism but can see a scenario with a moderate-to-large market drawdown.

Structure Your Outcomes by Period
Each of the strategies above tracks the SPDR S&P 500 ETF Trust for approximately one year. And the options for when that period starts are January, April, July, or October.
 

Structure Your Portfolio’s Outcomes