WisdomTree and Halo Investing Collaborate to Launch First-of-its-Kind Defined Outcome SMA Strategy, Expanding Access to Innovative Advisor Solutions

Core Viewpoint - WisdomTree and Halo Investing have launched the Halo-WisdomTree Structured Income Strategy, a unique defined outcome separately managed account (SMA) strategy aimed at delivering income, enhancing risk-adjusted returns, and providing downside protection [1]. Company Developments - The launch signifies WisdomTree's ongoing expansion of its solutions platform beyond traditional ETFs, focusing on scalable model portfolio and SMA strategy capabilities for financial advisors [2]. - The defined outcome strategies are rapidly growing in the wealth management sector, as advisors seek tools that balance equity market participation with defined risk parameters, presenting a significant opportunity for product innovation and long-term asset under management (AUM) growth [3]. - The strategy combines WisdomTree's asset allocation expertise with Halo's structured note capabilities, calibrated quarterly to create a sophisticated, outcome-oriented solution that includes yield enhancement and principal protection features [4]. Management and Strategy - The Halo-WisdomTree Structured Income Strategy is managed by Dennis Monohan from Halo, with strategic guidance from Joe Tenaglia at WisdomTree, investing across U.S., international, and emerging markets, available exclusively through the Halo platform [5]. - The collaboration aims to provide advisors with innovative solutions for clients seeking income while managing equity exposure, combining structured note innovation with institutional asset allocation expertise [6]. Product Innovation - This new strategy adds to WisdomTree's range of innovative offerings, which include ETFs, model portfolios, SMA strategies, private asset exposure, and digital asset products, reflecting a multi-year strategy to diversify revenue streams and enhance advisor engagement [6]. - WisdomTree is also expanding its presence in the SMA marketplace through collaborations, such as with Quorus Inc., to offer tax-efficient SMA formats for its investment strategies [7]. Market Trends - As demand for defined outcome and risk-managed solutions grows, WisdomTree is focused on partnering with leading technology providers to enhance advisor access to differentiated, scalable portfolio tools [8].